Brian’s BLOG

Everything You Need To Know About Building and Protecting Wealth

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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Protecting Assets and Preparing For Long Term Health Care
AllFinancial PlanningInvestments

Protecting Assets and Preparing For Long Term Health Care

A question I get all of the time from clients who are either asking for[...]

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What You Should Know About “Average Rates of Return”
AllFinancial PlanningInvestments

What You Should Know About “Average Rates of Return”

If you are like many other investors out there striving to make good investment decisions[...]

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Is Term Life Insurance The Best Option?
AllFinancial Planning

Is Term Life Insurance The Best Option?

The use of life insurance and what type to buy is widely debated. Knowing what[...]

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How Does Your Financial Situation Compare To Others? A 20 Pound Bass Story
AllFinancial Planning

How Does Your Financial Situation Compare To Others? A 20 Pound Bass Story

We have all heard the proverbial fish story, where each time the story is told,[...]

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Getting Started with a Financial Plan
AllFinancial Planning

Getting Started with a Financial Plan

One of the most challenging aspects of getting started with a financial plan is the[...]

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Financial Life Stages Examined
AllFinancial PlanningInvestmentsRetirement Planning

Financial Life Stages Examined

Have you ever questioned what you should be doing with your money? If you are[...]

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Managing Investment Risks
AllFinancial PlanningInvestments

Managing Investment Risks

Managing investment risk can be like being at an amusement park where they have a[...]

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Who Needs Life Insurance?
AllFinancial PlanningInvestments

Who Needs Life Insurance?

Moments ago I read a story that inspired me to write this blog post and[...]

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