Rick and Jim talk about a financial check up to make sure that your finances are in order.
Jim and Rick talk about how small business owners can plan for their children's college career.
Rick joins Jim to talk about the impact of the new medicare bill. The discuss the specifics of how it will affect prescrition costs.
Jim and Rick talk about financial plans and making investments.
Jim and Rick talk about Social security and your financial plan.
Jim and Rick talk about retirement plans for small business owners.
Jim and Rick discuss long term care in financial planning and new products that will help with your planning.
In this archive, Jim and Rick discuss some of the steps required to take your company public.
Rick and Doug discuss with Jim how these two professionals work together to help individuals accomplish quality financial planning.
Rick and Jim talk about the importance of retirement planning, and various retirement options, including IRAs, SEP IRAs, 401K, among others.