Success Through Education

Financial Planning Resources

Browse articles and videos below to learn more.


Latest Education Resources

Charlie Bowers on Morning Break: Teaching Kids to Save

As a parent, it is difficult to team your children how to save. Watch Charlie explain some tips on guiding your child to save. Through the use of a moon bank, Charlie makes it easy to teach your kids the importance of money.

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Don’t Take Dividends For Granted – Insight Folios

I recently read a Forbes Magazine article by Michael Schmidt dated August 27, 2013 named Don’t Take Dividends for Granted. The name itself caught my attention.

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Charlie Bowers on WBTV: Saving for College & Retirement

The great debate, do I save for retirement or help my kids pay for college. Watch Charlie Bowers discuss this and give some great advice on how you can do both.

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The Growth Gap – Insight Folios

If you have any mutual funds in your portfolio, then you need to watch this!

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The Mutual Fund Swamp – Insight Folios

Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!

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Charlie Bowers on Fox46: Kids & Allowance

Raising Kids is hard enough but when you add in the added pressure to teaching them to manage money when is’t tough for you and me. Learn some inside tips and tricks on getting your kids on the right path.

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J. Paul Getty – The World’s Richest Man – Insight Folios

In 1966 the Guinness Book of Records named J. Paul Getty the richest private citizen in the world. At his death in 1976, his net worth was estimated at more than $25 billion (in today’s dollars).

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Paul Durso on FOX46: Cryptocurrency

See Paul Durso discuss the Cryptocurrency hot topic on FOX 46 and learn what you don’t know about the new currency. Should you use it? Should you know more about it? What is it? All of this and more is discussed.

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Honey I Shrunk the Portfolio – Insight Folios

Do you get frustrated when you open your investment statements and see you lost money? Learn how to turn a loss into a gain.

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Charlie Bowers on FOX46: Summer Budget

Watch Charlie Bowers gives some tips and budgeting tricks on how to save for summer vacation!

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Paul Durso on WBTV: Graduation Money

See what Paul Durso thinks about giving gifts for graduation here on WBTV. Don’t over give or under give this graduation season.

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Paul Durso on WBTV: Safe Web Shopping

Do you shop online? Are you concerned that your information or identity will get stolen? Watch Paul Durso on WBTV gives some thoughts on you can keep your information safe online.

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Charlie Bowers on Fox: Tax Season 2018

Watch Charlie give some practical tips on how to get the most out of this tax season.

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Benchmarking Retirement Success – Insight Folios

Why do we look to the market indexes for our benchmark for success or failure with investing? Are there other benchmarks we should be looking at?

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Want to Retire? Put Your Money to Work! – Insight Folios

Would you work without getting paid? Then why would you invest without getting paid? Don’t be afraid of running out of money in retirement, start building your retirement income long before you retire and you won’t fear running out of money in retirement!

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Charlie Bowers on WBTV: Tax Preparation

Do you want to get your tax refund fast? Here a few tips and tricks from Charlie Bowers from Insight Folios about how you can get your refund fast!

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Paul Durso on InFocus: Housing Boom

Are you looking to move to the Carolinas? The housing market in the Carolinas is booming and doesn’t show any sign of slowing down.

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The Correction is Coming – Insight Folios

It seems that you can’t turn to any media outlet without seeing something about the coming market correction. Is this true? Is the market going to crash?

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Charlie Bowers on Fox 46: Money and Marriage

Marriage is hard enough but gets even hard when finances are not handled properly. learn a few tips and tricks from Charlie Bowers on how to successfully handle money when you marry.

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Paul Durso on WBTV: Child Credits & the Jobs and Tax Act of 2017

Paul Durso from Durso Capital explains how the Jobs and Tax Act of 2017 have changed the deductibility of children.

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Paul Durso on WBTV: 529 Plans and the Jobs and Tax Act of 2017

Watch Paul Durso go over how 529 plans have changed since the passing of the Jobs and Tax Act of 2017.

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Paul Durso on WBTV: Financial Resolutions

It’s the New Year and most of us set New Years Resolutions. Here Paul Durso go over a few ideas on getting your year started off right be setting some great New Year Financial Resolutions

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Charlie Bowers on Fox 46: Being Financial Wise in 2018

Learn some tips and tricks on how to be financially wise with your money heading into 2018!

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Charlie Bowers on Fox 46: Maintaining Financial Fitness

Charlie Bowers goes over a few tips on how to get financial fit in the New Year.

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