BLOG

How To Know If Your Spending & Values Are Aligned

How To Know If Your Spending & Values Are Aligned

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....

read more
Reimagining Retirement: How Will You Fill The 40-Hour Gap?

Reimagining Retirement: How Will You Fill The 40-Hour Gap?

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...

read more
What I Learned About Money From My Parents

What I Learned About Money From My Parents

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...

read more
How To Minimize Capital Gains Tax

How To Minimize Capital Gains Tax

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...

read more
Why I Became A Financial Advisor

Why I Became A Financial Advisor

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...

read more

Contact