Financial Planning Series

Boulay's bi-weekly financial planning video series helps you learn both basic and in-depth financial planning skills. The videos share insights and the industry's best kept financial planning "secrets" to help you preserve, maintain and grow your wealth. Check back every other week to catch the latest video.

Health Savings Accounts: The Frankenstein Benefit

The Affordable Care Act
(Part 1)

The Affordable Care Act
(Part 2)

Home Ownership - Right-Sizing Within Your Financial Plan

Estate Planning Opportunities for 2020

Asset Allocation, Location and Migration

Order of Operations

Financial Lines of Defense