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Estate Planning and Why It’s Not Just for Seniors

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...

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6 Financial Moves to Make Before You Get Divorced

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...

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How to Make Money, Stay Active, and Thrive in Retirement

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...

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Does Someone You Know Need a Second Opinion?

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...

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5 Tax-Planning Strategies to Maximize Your Nest Egg

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...

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Can You Afford to Not Have a Long-Term Care Plan?

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...

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