John’s Top Tips
Informed Insights for Your Financial Life
Our resident CERTIFIED FINANCIAL PLANNER™ professional John Howe-Wemett, CFP®, MSFP has put together a library of videos where he covers financial planning topics with the intent of guiding, educating, and empowering you.
The best part is that you can start out with these videos, learn a bit about a topic, then get in touch with us to delve deeper.
Check out the series John’s Top Tips to get bite-sized, actionable items that support your financial health and wellness.
Look below for links to playlists on every topic we cover!
John’s Top Tips Categories
Budgeting Guidance
Learn how to make and stick to a plan
We help you analyze your current expenses compared to your income because the foundation of every financial decision is a strong understanding of your spending.
Functional Finance
Your relationship with money
Financial wellness isn’t achieved overnight—it comes from one informed choice building on another. We empower you with the knowledge you need to make good financial decisions a habit.
Benefits Education
Get the most from your workplace benefits
Your employer might offer benefits of which you’re not quite sure how to take full advantage. We’ll help you understand how to maximize what you have available to you.
Savings Optimization
Helping your money work harder for you
As financial planners, we know key strategies to implement when you’re saving for a goal. We want to help your money go further in the short and long term. These videos are a great place to start!
Estate Planning
Making sure your loved ones are protected
Everyone needs an estate plan. These videos help you to look at your financial situation and identify risks that can stand in the way of your wishes being carried out when you pass away.
Retirement Planning
Helping you achieve your goals
The idea of retirement looks different for everyone. In our retirement planning videos, we focus on information that everyone will need as they think about their future.
Insurance Planning
Peace of mind at every turn
Not sure if you need insurance or how much is enough? We don’t sell insurance but we understand it and we’ll help you understand it too. Being under-insured can lead to disaster.
Tax Planning
Helping you keep more of your money
Part of our objective is to give you the knowledge you need to manage your tax situation over the duration of your life in a way that keeps as much money with your family as possible.
Investments
Simplifying a complex universe
Everyone should understand the fundamentals of investments, how to have a healthy attitude towards investing, and how to manage the risks they’ll face along the way.