Easy 401K Management

July 22, 2021

Is easy savings a good thing or a bad thing? Brian talks through what to consider about the ease of a 401(k) as well as what you need to be aware of when it comes to your overall retirement plan.

Why Having A Financial Plan Is Better Than Being Asset Rich

July 15, 2021

Having a lot of assets might feel nice, but don’t assume that means you don’t need a financial plan. Brian talks through the importance of a balanced plan and budget in retirement.

Retirement Income, Inflation, and Bobby Bonilla

July 8, 2021

Do you have a reliable retirement income stream? How do you deal with inflation? Brian talks through your options when it comes to income streams in retirement.

Should You Move States for the Tax Benefits?

July 1, 2021

When is it worth it to make a big move based on your finances or taxes? Do you need to have it all figured out before meeting with an advisor?

Does Your Net Worth Matter?

June 24, 2021

Is net worth just a number or an indicator of something more? Brian talks through what’s important to focus on when considering your money. He also shares a client story of someone selling their business and the tax implications of that.

Retiring With Mediocre Returns

June 17, 2021

What happens if we have mediocre returns in the future? Brian shares what you need to do to prepare your financial plan.