Videos

Join Scott Kleiman, AIF®️, as he explores the financial milestones that matter at every age. From your first job through retirement, each stage of life brings unique financial opportunities and challenges, specific to your state.

Discover what you should be focusing on right now, no matter where you are in your journey. Let’s make every year count!

As summer fades and early fall approaches, it’s the perfect time to plan ahead for the end of the year. Join Chris Tuck, CFP®, as he highlights the key steps you can take now to prepare effectively.

From updating your personal inventory to holding family meetings about estate plans, it’s crucial to ensure everyone is on the same page. Plus, it’s an ideal time to meet with your financial advisor to ensure your plans align with your financial goals.

Get a head start on your financial goals and make the most of the coming months!

We’re at the halfway mark of the year, and it’s a great time to evaluate and seize stock market opportunities!

Scott Kleiman, AIF®️, shares insights on how to navigate the current market landscape, spot potential opportunities, and strategically position your investments for the rest of the year.

Planning for your next getaway? Chris Tuck, CFP®️, shares essential tips for building and managing your vacation fund.

From setting realistic savings goals to finding the best ways to grow your vacation savings, get practical advice on how to make your dream vacation a reality without financial stress.

Start planning your next adventure today with smart strategies from SJK Wealth Management.

Summer investing comes with its own set of unique challenges and opportunities.

Scott Kleiman, AIF®️, explores how seasonal trends, market fluctuations, and economic factors can impact your investment strategy during the summer months.

Discover key insights on how to navigate these conditions and make the most of summer investing opportunities.

Join us as we discuss the importance of beneficiary reviews with Scott Kleiman, AIF®️!

Understanding and updating your beneficiaries is crucial for ensuring your assets are allocated as you intend. Scott shares expert insights on why regular reviews are essential and how they impact your financial strategy.

Explore the world of estate planning with Scott Kleiman, AIF®. Learn why meticulous document review is essential for securing your legacy and ensuring your loved ones are taken care of.

Your financial future starts with informed decisions, and SJK Wealth Management is here to help.

Embrace the quieter months to review your estate planning! Join Chris Tuck, CFP®, as he shares insights on why now is the perfect time to revisit and fine-tune your estate plan.

From updating beneficiaries to optimizing tax strategies, we’ll guide you through every step!