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Investing Basics 101: Budgeting Basics to Help You Set Aside Money for Investing (Part 1)
A budget is the foundation of a consistent investment strategy. Learn budgeting basics to earmark funds for your investing journey.
Estate Planning and Why It’s Not Just for Seniors
By Bryan Trugman, CFPⓇ There’s a common misconception that if you aren’t wealthy or very old, it’s not important to worry about estate planning. But this simply isn’t true! Estate planning is for everyone, regardless of age or economic status, and plays a pivotal role...
6 Financial Moves to Make Before You Get Divorced
By Bryan Trugman, CFPⓇ You’ve tried to make it work but it’s time to get real. A divorce is on the horizon. There is a lot to consider when getting divorced, with finances being a major concern for most. Who will get what, and how much? You want to be fair, but you...
How to Make Money, Stay Active, and Thrive in Retirement
By Bryan Trugman, CFPⓇ As you approach retirement, you might find yourself looking for ways to boost your income. Picking up a part-time job might be a good solution. The benefits of getting a part-time job after retirement go beyond earning money. Studies have shown...
Does Someone You Know Need a Second Opinion?
By Bryan Trugman, CFPⓇ Getting a second opinion isn’t just for medical diagnoses. Your financial health is just as important as your physical health, so why not ask other trusted professionals for their advice? Whether you’re an investment novice or a daily Market...
SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings
By Bryan Trugman, CFPⓇ Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the...
5 Tax-Planning Strategies to Maximize Your Nest Egg
By Bryan Trugman, CFPⓇ With life expectancies increasing and the cost of living going up, it’s more important than ever to plan for your future. Fortunately, there are several tax-planning strategies that can help you minimize your tax liability and keep more of what...
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.
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