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Are We Facing Possible Inflation?

April 1, 2021

Are you scared of inflation? Let’s talk about what happens with inflation, what can cause it, and who most needs to prepare for it.

Social Security and Tax Strategy

March 25, 2021

How does your Social Security and your tax strategy overlap? What is going to be most beneficial to you in retirement?

Is the Future Bleak for Retirees?

March 18, 2021

The Principle: How do you prepare for the future, even with low interest rates? How much do you really need in retirement?  Honest Takes: In a recent letter to shareholders, Warren Buffett warned that retirees are facing a bleak future due to historic low interest rates. What does Brian think? Bonds aren’t keeping up with… View Article

Financial Lessons from 2020

March 11, 2021

From market risk to tax strategy, we talk about what we can learn from 2020 and how that applies to your financial plan today. What lessons did you learn in 2020?

Lessons Learned from Larry King’s Estate Plan

March 4, 2021

What do you want to avoid when it comes to your estate plan? Why does it matter? Let’s take a look at Larry King’s estate plan and talk about the lessons we can apply to our own plan.

Are You Doing A 401k Rollover Correctly?

February 25, 2021

Ever left a job and needed to do a 401(k) rollover? How do you know if you did it correctly? Or worse, did you lose that account all together?