May 17, 2019
Picture this. You receive a phone call from an unknown number. Should you answer? You’ve probably received one of billions of robocalls recently. It’s important to look out for common financial scams over the phone and check with your financial advisor when in doubt. Brian shares some common scams to look out for and then shares some information about taxes in retirement.
May 9, 2019
A big question when it comes to saving for retirement is, "How much should you invest in the market?" However, the more important question is "How much risk are you comfortable having in your portfolio?" Brian walks us through a few ways you can play it safe or take on risk when it comes to retirement.
May 2, 2019
As you save your hard-earned money for retirement, you need to know the common pitfalls and threats to your wealth. Brian addresses inflation as one of the biggest threats to your retirement and answers a common question about financial planning.
April 25, 2019
In baseball, everyone wants to hit a home run, but sometimes it’s safer to just hit a single or double. Just like you don’t want to strike out in baseball, you don’t want to strike out when it comes to investing. Brian discusses how sometimes it’s better to play it safe. Later, we talk about changes to the IRA laws and how that could impact your retirement.
April 18, 2019
Do you know how long you need to keep important documents? You might have boxes of documents you don’t need anymore. If that’s the case, come to the office for a shredding event on May 2nd! Then, later in this episode, Brian talks about what impacts your retirement plans and how unplanned events can cause an unexpected early retirement.