Brian’s BLOG

Everything You Need To Know About Building and Protecting Wealth

Goal Setting and New Year Resolutions
AllInvestments

Goal Setting and New Year Resolutions

When it comes to the New Year, many people are thinking about making improvements in[...]

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A Behind The Scenes Look Into A Client Case
AllFinancial Planning

A Behind The Scenes Look Into A Client Case

I recently had a meeting with a couple who came to me wanting a review[...]

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Tackling Debt, Building Wealth and Discovering Financial Freedom
AllFinancial Planning

Tackling Debt, Building Wealth and Discovering Financial Freedom

We hear the mantra all of the time that debt is bad yet the majority[...]

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Top 25 Questions Your Financial Advisor Should Be Asking You
AllFinancial Planning

Top 25 Questions Your Financial Advisor Should Be Asking You

In my 25 years of financial consulting, what I have learned is that many financial[...]

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Top 10 Money Hacks For Millennial’s
AllFinancial Planning

Top 10 Money Hacks For Millennial’s

Do you remember what things were like before iphones, Snapchat, or Instagram? It was a[...]

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Four Headwinds That Can Ruin A Retirement Plan And What You Can Do About Them
AllInvestments

Four Headwinds That Can Ruin A Retirement Plan And What You Can Do About Them

There are serious issues that are happening right now making this one of the most[...]

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What Every Millennial Should Know About Money
AllFinancial Planning

What Every Millennial Should Know About Money

I am sure you would agree to the fact that money is not often discussed[...]

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Investing in a Trump Economy
AllFinancial Planning

Investing in a Trump Economy

In today's Trump economy, the need to have a clear philosophy about how you want[...]

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Retirement Is Not An Age
AllInvestments

Retirement Is Not An Age

I had a thirty-year-old client make a comment to me recently about retirement. She said[...]

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