Better understand your financial needs and investment strategies.
Make Time to Celebrate Your Retirement
We celebrate many different major life events as we get older—birthdays, weddings, or the birth of children. Something you may want to celebrate is the end of your working years. Now that you’ve worked to set up a great life after working for so [...]
The Five D’s To Prepare For in Business
You might not know when you’ll exit the business if one of these things come up, so make a transition plan now to protect what you’ve built.
Don’t Underestimate the Importance of Your Mindset Toward Your Finances
The concept of retirement planning is simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. We work, save, retire, and repeat for generations over. But while the concept may be the same, the puzzle [...]
Healthy Habits You Should Never Forget in Retirement
When the New Year comes around, many people set out to create new goals for themselves. Some people vow to travel more, save more, or even make big lifestyle changes. While these are all great goals to have, they can be a little daunting [...]
What is a CEPA? Learn How They Help Business Owners
In this episode, we’ll talk about the role the CEPA plays in the process and the decisions that need to be made during this exit process. If you’re a business owner and haven’t started thinking about retirement, this episode should be very valuable.
Protecting and Passing Down Your Financial Legacy
When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind [...]
Best Shows of Last Year You Should Watch
We're already into 2023, which means there will be many new television series and seasons to keep us occupied in the new year. But before we all get fixated on something shiny and new, you might want to catch up on these wonderful shows. [...]
Mailbag: How Can I Save on My Taxes?
In this episode, we have two great questions to answer that deal with managing real estate investments and the taxes associated with them. Brian will break down both of the questions and work through the process he would typically take to help someone determine an answer.
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 [...]