Changes in RMDs and Small Business Struggles

May 14, 2020

We’ve all been thinking back about what we could have done different to start 2020, but now it’s time to look ahead. Let’s discuss RMD changes that we need to account for and look at legislation that’s trying to help small businesses.

The New Normal for Financial Planning

April 30, 2020

The last few months have taught us all to adapt and learn new ways to accomplish our daily tasks. This new normal affects all of our lives, including financial planning. What will the future look like and will virtual planning become more permanent?

What Should You Do With Your Investments Right Now?

April 23, 2020

In the face of a hurting economy, what should you do to prepare? Will it make a quick recovery or are we in this for the long haul? We’ll hear what Brian thinks about Larry Kudlow’s perspective regarding the economy.