Apr 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...
Apr 11, 2019
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.
Apr 4, 2019
Have more money than you need as it pertains to RMDs? It’s a good problem to have, but whether you decide to reinvest, spend, or give your money away, make sure you have a proper tax strategy in place.
Mar 28, 2019
It’s important to be financially transparent when it comes to your money. Don't keep secrets. Be honest with your spouse, with your advisor, and even with yourself to avoid surprises when it comes to planning for retirement.
Mar 21, 2019
With these five parts to a retirement plan, it’s important to look at them all for what they are now as well as what they will look like in the future. Then later, Brian talks about inheriting an IRA and how to confidently make the right decisions.