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By Bryan Trugman, CFPⓇ You probably think your values align with spending. Most of us do. But we’re often wrong. Finding the right balance between enjoying the lifestyle you want today and planning for tomorrow can be tricky. The missing link is thinking about values....

By Bryan Trugman, CFPⓇ Retirement means different things to different people. The data tell us that people are living longer and that 65 is the new 50. The next phase of life and retirement, we hope, can last another 20 to 30 years. We can only assume that people have...

By Bryan Trugman, CFPⓇ For this article, I have featured an interview with Elan Wurtzel, who is an excellent personal injury attorney and also my business associate and personal friend. This interview discusses the financial impact of accidents and injuries, and also...

By Bryan Trugman, CFPⓇ I had the advantage of growing up with a financial planner for a father who gave me some “tough love” about managing money. I have to admit that I did not particularly enjoy learning many of these lessons at the time! But in hindsight, I’m...

By Bryan Trugman, CFPⓇ Capital gains tax is a subject that comes up often when evaluating different financial assets. Capital gains can come into play with various types of investments, and there are often strategies that can help to alleviate the resulting tax...

By Bryan Trugman, CFPⓇ In our experience, business owners tend to be strongest when it comes to managing the cash flows of their businesses, but often tend to overlook some critical areas of their personal finances. We get it. When you wear all of the hats in your...

By Bryan Trugman, CFPⓇ Even from a young age, I loved math, which led me down the engineering path in college. My father was a financial advisor, so I had the opportunity early on to learn about money and see how financial decisions are the “common denominator” that...