Brian’s BLOG

Everything You Need To Know About Building and Protecting Wealth

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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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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