Simply Financial - Exvadio Network

Find out what a CFP is and how they can help you

Find out what a CFP is and how they can help you

Quick take aways and considerations to think about

Quick take aways and considerations to think about

Tax Cuts and Jobs Act (TCJA), Quick Market Update, Planning Strategies, Q&A

Tax Cuts and Jobs Act (TCJA), Quick Market Update, Planning Strategies, Q&A

You are in your 50’s and have been in the corporate world for a long time.  What have you learned about money & wealth building along the way? What did you learn about money growing up?  Was your family wealthy, poor, or middle class growing up? What are your money rules? What have been your keys to building wealth?

You are in your 50’s and have been in the corporate world for a long time.  What have you learned about money & wealth building along the way? What did you learn about money growing up?  Was your family wealthy, poor, or middle class growing up? What are your money rules? What have been your keys to building wealth?

Maximize your Returns, Understand the fees, Grasp change

Maximize your Returns, Understand the fees, Grasp change

Discover how these two friends with so much in common, yet some differences as well, can own a business together.  How do they make it work?  How do "the rules" help their practice? Managng growth and decision making.

Discover how these two friends with so much in common, yet some differences as well, can own a business together.  How do they make it work?  How do "the rules" help their practice? Managng growth and decision making.

Our perspective and what you could/should do; Media Frenzy; An Elliott Wealth Perspective  

Our perspective and what you could/should do; Media Frenzy; An Elliott Wealth Perspective  

A perspective from a female CEO fulfilling her destiny as a third generation leader

A perspective from a female CEO fulfilling her destiny as a third generation leader

What is rebalancing, how important is it, How do I rebalance, What are some of the caveats to rebalancing

What is rebalancing, how important is it, How do I rebalance, What are some of the caveats to rebalancing

2017 in Review-Stocks, bonds, lack of volatility, economy; The Untold Economic Growth Story; Transitioning into 2018 – “Proceed with Caution”; Interest rate changes; Tax Reform; Stock Market Volatility; Economic Growth  

2017 in Review-Stocks, bonds, lack of volatility, economy; The Untold Economic Growth Story; Transitioning into 2018 – “Proceed with Caution”; Interest rate changes; Tax Reform; Stock Market Volatility; Economic Growth  

Who is Charles Ruiz and what does Bethel IT do?; The basics in Cyber Security; Malware-what is it and how is it dangerous?; Passwords, encryption, pop ups,WiFi-best practices; Scams; Remote access; Virus avoidance

Who is Charles Ruiz and what does Bethel IT do?; The basics in Cyber Security; Malware-what is it and how is it dangerous?; Passwords, encryption, pop ups,WiFi-best practices; Scams; Remote access; Virus avoidance

Everyday Americans Series with Special Guest Katherine Dumeer Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging

Everyday Americans Series with Special Guest Katherine Dumeer Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging

“Marriage drives well-being and upward mobility…the absence of marriage diminishes it” –New York Times Larry Kudlow… “The trouble is, in our society, we are doing this backwards. People don't finish school. Don't take a job. Don't get married. But do have kids. Wrong order. Wrong formula.”   Economically, marriage is an important institution; married couples earn more money…kids earning more money...