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Better understand your financial needs and investment strategies.
4 Tips for Proper Tax Filing
With the new year in full swing, tax season is just around the corner. Filing federal income taxes can be a long and complicated process, and mistakes are bound to happen here and there. As many of us know, these small mistakes can cost [...]
Alternative Vacation Locations for Your Favorite Activities
It's officially 2023, and the travel restrictions brought on by 2020's global pandemic are now a thing of the past. Families and individuals across the globe are again dipping their toes into the world of travel. If you're due for a vacation but are [...]
Mailbag: How Can I Save on My Taxes?
With tax season upon us, you might be wondering what areas you can save on with your taxes. The goal is to keep as much of your own money as possible and proper planning can help you accomplish that. Brian answers two questions from the mailbag regarding how to get ahead of it and save on taxes in the long-term.
Don’t Forget the Tried-and-True Value of Compounding Interest
If you forgot what compounding interest was, let’s refresh. Compounding interest is the process by which the interest earned on an investment is reinvested so that the initial investment grows over time. It may not seem like it, but compounding returns is a powerful [...]
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 [...]
