Mar 23, 2023
Are you ready for some spring cleaning? More than just your closet or garage, you might want to assess what’s in your financial closet. You might not want to address everything in there, but it would be wise to review it with your advisor. We’ve all made bad financial decisions, you just have to learn from them. In...
Mar 16, 2023
From financial plans to home remodeling, it’s common to be tempted to DIY your way there. But should you? When you do it on your own, you may be swayed by emotions or confusion. Financial planning can be complicated. Have you thought about taxes or estate planning or when to withdraw and from where?
Having a...
Mar 9, 2023
If you are a small business owner (or want to be), there are a lot of financial decisions you have to make. From investing in the right industries to knowing how to sell the business when you are ready to retire, a good financial advisor can point you in the right direction. Brian answers three questions from the...
Mar 2, 2023
There are a number of common questions that come up around owning a home. From paying off the mortgage quick to selling off several acres of land, Brian shares what you need to know about this important asset. You may be surprised to learn how important your tax strategy is when it comes to real estate investments.
Feb 23, 2023
When you own a business, you have a lot to care for. While you’re busy juggling everything to keep the business going, you might be overlooking these five dangerous things that can leave you in a lurch should you one day face them. Instead of winging it, make a plan and prepare for the possibility of one of these...