skip navigation Menu South Florida Wealth Management, LLC Videos These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. Leaving Your Employer? Don’t Forget Your Retirement Savings Plan Should You Pay Off Debt or Save for Retirement? Should you pay off debt or save for retirement? That’s a good question. These points may help you decide. Should You Sell When the Market Drops? The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops? 3 Potential Benefits of Dollar-Cost Averaging Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations. Leaving Your Employer? Don’t Forget Your Retirement Savings Plan When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan. The Basics of Social Security Retirement Benefits How much do you know about your Social Security retirement benefits? Financial Planning: Helping You See the Big Picture Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture. Stocks and Stock Mutual Funds 101 Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first. Bonds and Bond Mutual Funds 101 Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first. The Pros and Cons of a Big Tax Refund Is receiving a big tax refund a reason to celebrate? What Is Investment Risk? How different types of risks can adversely affect your investments Do You Know Who Your Beneficiaries Are? Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. The Value of a Bond How interest rate changes influence bond prices. What Would Happen to Your Estate? Estate planning documents can help you manage your estate. What Is An Annuity? Immediate or deferred annuity: there's no right answer. Contact Us 701 Us Highway 1 Ste 404 North Palm Beach, FL 33408-4514 Phone: 561-840-8440 Fax: 561-840-8024 E-mail address: e.gallagher@taiadvisor.com Securities Offered Through Triad Advisors,LLC. Member FINRA & SIPC. Advisory services offered through South Florida Wealth Management, LLC. South Florida Wealth Management, LLC and Triad Advisors are not affiliated. Site Map Check the background of this financial professional on FINRA's BrokerCheck