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10 Things to Consider When Facing Early or Unexpected Retirement

July 13, 2020 8:32 pm

Many companies are offering early retirement incentives, laying off workers, and in some cases, closing their doors entirely. On the... View Article

How Family Can Affect Financial Health

June 18, 2020 6:36 pm

When it comes to financial health, we often take the lead from our friends and family. Father’s Day is on... View Article

Health Savings Account: Why Isn’t Everyone Using this Triple Tax Play?

October 14, 2019 1:41 pm

One of the most underutilized ways to save on taxes is a Health Savings Account. Why Isn’t Everyone Using this... View Article

Lessons From SNL For Your Financial Future

April 11, 2019 5:00 am

Comedy pokes fun at reality, so Brian talks about an SNL skit and what you can learn from it. Then, he talks about the important numbers in retirement, your financial future and your family, and simplifying your retirement accounts.

Are You Truly Ready to Retire?

July 23, 2018 1:34 pm

Are You Truly Ready to Retire? Have you dreamed about what you will do with your time in retirement? Thoughts... View Article

Will a Million Dollars Be Enough?

June 4, 2018 6:14 pm

Will a Million Dollars be Enough? Everyone dreams of saving a million dollars for retirement.  That amount used to be... View Article

$275,000 Healthcare Costs in Retirement? That seems high, doesn’t it?

September 12, 2017 8:17 pm

Interesting article that you should read and help understand how healthcare costs can impact your retirement planning decisions. Key takeaways... View Article

Chatting with Reba McEntire about Financial Needs

August 10, 2017 3:58 pm

My wife, Sheri, and I recently had the awesome opportunity to not only meet, but interview, Reba McEntire while she... View Article

“Attention Passengers”

June 6, 2017 6:06 pm

Be Smart about Gifting On a recent airline flight, the attendant started the usual litany of warnings, guidelines, and blah,... View Article

“Teach Your Wife to be a Widow”

May 22, 2017 2:12 pm

A wise old life insurance agent I knew used to say that to all his of clients.  It was common... View Article