Better understand your financial needs and investment strategies.
Mailbag: Tax Strategies, Charitable Lead Trusts, and More
When you’ve made your small business both your livelihood and retirement plan, there’s a lot to sort out when you’re ready to sell it. Brian answers a question from the mailbag from someone ready to wash his hands of owning and running a storage facility. What can he do to avoid a big tax bill?
Healthcare in Retirement: The Basics
Healthcare insurance is a crucial aspect of managing one's health and finances. Understanding its basics can help individuals make informed decisions to help them stay healthy without running into unexpected costs. Here are some important points to keep in mind: Types of health [...]
The History of “Feng Shui” and Why it Matters to Your Home
You may have heard the term “Feng Shui” in the context of interior design and home and building design. But what is it exactly? Where does it come from? And what does it actually accomplish? Let’s dive into the history of Feng Shui. Feng [...]
The Most Expensive Tax Mistakes
Are you prone to making these major mistakes when it comes to taxes and overpaying? You have to be looking at your income and looking at your deductions and strategize in order to avoid major tax mistakes. Are you doing everything you can do? One of the keys to cutting taxes is timing. What other strategies should you keep in mind?
6 Items to Put on Your Estate Plan Checklist
An estate plan is a legal document that outlines a person's wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in [...]
A Classic Playlist from the Year 1983
The year 1983 saw the release of some of the most iconic and timeless songs in music history. From pop to rock to new wave, this year had something for everyone. If you are headed into retirement and thinking about setting up a playlist [...]
Advisor Pet Peeves
We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them.
How Long Can I Keep My Money in My Retirement Account?
In most cases, you can’t actually keep your money in your retirement accounts forever. Even if you don’t need the money from your retirement accounts, many of them will require you to begin withdrawing from them when you are 73 years old. This is [...]
A Guide for In-Home Care
If you are aging and unsure about your options for in-home care as you get older, this article is for you. We’ll also cover the pros and cons of hiring help through an agency and doing it yourself. The most important thing to understand [...]