Brian’s BLOG

Everything You Need To Know About Building and Protecting Wealth

Understanding Investments
AllFinancial PlanningInvestmentsRetirement Planning

Understanding Investments

The idea of taking hard-earned money and placing it into an investment, which you do[...]

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Myths and Mistakes Surrounding Generational Planning
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Myths and Mistakes Surrounding Generational Planning

After two decades of experience working in the area of estate and generational planning, I[...]

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Are You Leaving a Legacy or Leaving a Mess?
AllFinancial PlanningInvestmentsRetirement Planning

Are You Leaving a Legacy or Leaving a Mess?

It has been my observation that the financial services industry has done a poor job[...]

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The Silent Killer of Your Money
AllFinancial PlanningInvestmentsRetirement Planning

The Silent Killer of Your Money

One of the main enemies of saving money is inflation. It is known as the[...]

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An Independent Review of the Missouri Public School Retirement System (PSRS) Pension
AllFinancial PlanningInvestmentsRetirement Planning

An Independent Review of the Missouri Public School Retirement System (PSRS) Pension

Warning: This is a long post about the Missouri Public School Retirement System PSRS. If you[...]

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How Many People In St. Louis Think About Money
AllFinancial PlanningRetirement Planning

How Many People In St. Louis Think About Money

What I have found to be true from working with clients for over two decades[...]

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What is Cash Flow?
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What is Cash Flow?

One of the most challenging aspects of money management for the average person is the[...]

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Anatomy of a Financial Plan
AllFinancial PlanningInvestmentsRetirement Planning

Anatomy of a Financial Plan

One of the most confusing things about money management is defining what it means to[...]

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Who Gets to Keep More, Them or You?
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Who Gets to Keep More, Them or You?

What would you think if I told you that the government and our banking system[...]

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