Should You Be Worried About the Death Tax?

February 4, 2021

Will your estate be subject to the death tax? How can you plan accordingly now?

Misinformation About Annuities

January 28, 2021

Do you know all there is to know about annuities? What about how much you’ll need in retirement?

Healthcare Concerns in Retirement

January 21, 2021

The Principle: How can you prepare financially for the health issues you may face in retirement? What decisions could make a huge difference in your long-term strategy? Honest Takes: Are you one major health issue away from potential bankruptcy? As you grow older, health issues are more likely, so what do you do about paying… View Article

What Are the Missed Opportunities in Your Financial Plan?

January 14, 2021

The Principle: Do you know what your options are and ways to be most strategic with your money? How do taxes play a part? Brian gives some client examples of significant opportunities clients have pursued recently. Honest Takes: Do you know that you’ll owe taxes on the money you withdraw on your traditional 401(k)? You… View Article

Work From Home Tax Proposal

January 7, 2021

We all know taxes are inevitable, but what we don’t know is how much taxes will be in the future. Is your retirement plan set accordingly? We’ll discuss an interesting tax proposal that came up recently.

Optimism for the Future

December 30, 2020

Within your financial plan, do you also have a tax plan? What about an estate plan? Do you really need those? Let’s talk about what you need to do to build optimism for the future.