Our Blog
Better understand your financial needs and investment strategies.
Finally, You Can Stop to Smell the Roses in Retirement
Retirement is a time for rest, relaxation, and a chance to sit back and appreciate all that we have gained. No longer do we have to rush around trying to meet deadlines or fulfill the demands of a boss. Instead, we can take the [...]
Investing Like a Genius
What does it mean to invest like a genius? We talk about the common characteristics among intelligent people and how you can apply those characteristics to your investing strategies. Then, Brian answers two questions from the mailbag about money in retirement.
Let’s Talk Social Security
For most, Social Security provides a solid foundation for retirement income. In fact, as of September 2022, over 70 million Americans were collecting benefits.[1] However, not everyone knows exactly how or when to start tapping into this resource. As you grow older and retirement [...]
Why You Should Consider Helping with Your Family’s College Expenses
Often people focus on the direct employment benefits of a college education. They want their children and grandchildren to go to college so they can get better jobs. They want their children and grandchildren to learn the exact skills they will need so they [...]
Be the Financial Compass for Future Generations
Building towards retirement, you have made many financial decisions. Perhaps you maxed out your credit card on clothes in your early 20s or chose the wrong payment plan for your car loan or home mortgage. Regardless, you’ve navigated many financial obstacles and gained wisdom [...]
Financial Resolutions for 2023
How are your resolutions doing so far? If you haven’t made any yet or have dropped the ones you started, maybe it’s time to pick up some financial resolutions.
3 Pet-Friendly Houseplants to Grow
Life in retirement can feel a little slow and quiet, especially when you spend lots of time at home, have become an empty nester, or haven’t picked up any new hobbies. Plant parenting is a great way to fill up your time. It invests [...]
How to Make Your Money Last
If inflation is the silent killer of retirement planning, what can you do about it? On today's show, Brian talks through the rule of 72, how it relates to inflation, and how understanding this rule can impact your financial plan.
2 Ways the 2022 Economic Woes Affected Your Retirement Accounts
The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. As the year [...]
