Brian’s BLOG

Everything You Need To Know About Building and Protecting Wealth

What is Cash Flow?
AllFinancial Planning

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?
AllFinancial PlanningInvestmentsRetirement Planning

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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Stock Broker or Retirement Planner?
AllFinancial PlanningInvestmentsRetirement Planning

Stock Broker or Retirement Planner?

Time and time again I hear from retirees who are stressed about how to get[...]

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Managing Cash Flow
AllFinancial PlanningInvestments

Managing Cash Flow

We live in a world where there are more and more external things that keep[...]

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Seven Reasons You Need More Than a Robo-Advisor
AllFinancial Planning

Seven Reasons You Need More Than a Robo-Advisor

You may have read about the rise of so-called “robo-advisors,” online investing platforms that use[...]

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Incompetence and Uncertainty: 4 Things To Do Now
AllFinancial PlanningInvestments

Incompetence and Uncertainty: 4 Things To Do Now

The more they get involved, the more things seem to go wrong. Our government and[...]

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Generational Planning
AllInvestments

Generational Planning

When it comes to leaving a legacy, what I have found is that the majority[...]

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Big Brother, Taxes and Crashes
AllFinancial Planning

Big Brother, Taxes and Crashes

Do you ever get the sense that something just isn’t right with the markets and[...]

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