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Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024
By Bryan Trugman, CFPⓇ Congratulations! Your winning attitude has brought you to the home stretch of your official retirement date with only 12 months left to go. It’s an amazing accomplishment, and the fact that you’ve worked hard for decades is something to be proud...
Can You Afford to Not Have a Long-Term Care Plan?
By Bryan Trugman, CFPⓇ You’ve probably heard the saying, “People don’t plan to fail, they fail to plan.” In our experience, overlooking long-term care expenses that you could incur later on in life is one of the biggest blind spots people have as they head into...
Are You and Your Spouse on the Same Page About Retirement?
Don’t keep your retirement plans to yourself. Make sure you and your spouse are on the same page with these 3 questions.
How Much Do I Need to Retire Early?
Early retirement doesn’t just have to be a dream. Use these 6 tips to make it a reality.
Student Loan Forgiveness: Key Takeaways You Should Know
The newly announced Student Loan Forgiveness Plan may affect more than your monthly payment. Attitude Financial Advisors is here to help.
Why Our Money Mastery Service May Be the Perfect Fit For You
You wouldn’t buy a car without a test drive. So don’t buy a financial plan without a sample. Here’s a glimpse at Attitude’s Money Mastery financial plan.
Get Financially Naked
Are you or someone you know planning to get married soon? We urge every couple to lay the financial cards on the table as early as possible in the relationship.
Is a Recession On the Horizon? How We Watch Over Your Money
By Bryan Trugman, CFPⓇ Not knowing what’s around the corner can be scary. Billionaire and founder of Patagonia, Yvon Chouinard, said, “Fear of the unknown is the greatest fear of all.” And things in our world right now are just about as unknown as it gets. Most of us...
Why Exit Planning Is the Lynchpin of a Successful Business
Business owners: Are you on track to meet your goals for this year and next? If not, your exit strategy may be the place to look.
Who We Serve and What We Do Best
By Bryan Trugman, CFPⓇ Financial planning is often a misunderstood profession. I sometimes find myself educating new clients about what the professional relationship looks like, how it works, and the overall benefits of working with a financial planner. Some clients...