
2024 Retirement Account Contribution Limits
With January already behind us, hopefully you have paid off the holiday credit card spending and can focus on increased saving and planning
Brian
Feb 2, 2024

On the Fringe
Financial planning and wealth management is largely about future opportunities. We approach each relationship with a long-term perspective.
Brian
Jun 1, 2023

Happiness = Reality - Expectations
The above quote was originally spoken by late NPR radio host Tom Magliozzi. The simple formula posits that if our expectations are too ...
Brian
Jun 9, 2022

Five Mistakes to Avoid
There are many potential pitfalls in investing and retirement planning. Avoiding these common mistakes can keep you on track. Investing ...
Brian
May 12, 2022

Green Jackets & Greenbacks
The tournament brings with it many traditions and legacies, including generous payouts for those that make the cut. Even those that miss ...
Brian
Apr 7, 2022

Savings Madness
Only 56% of families have a financial plan to meet college savings goals
March Madness will capture our attention for the next few weeks...
Brian
Mar 17, 2022

Successful Succession Planning
Only 28% of family businesses have a succession plan
Small business owners are vital to our economy. They create jobs, innovate, add ...
Brian
Mar 3, 2022

Walk in Your Shoes
I walk a mile in your shoes
And now I'm a mile away
And I've got your shoes
- Kings of Leon, "Comeback Story"
The above verse ...
Brian
Feb 24, 2022

Financial Doctor
Advice for physical and financial health - don't wait until there is a problem before seeking help. The parallel is they both need to ...
Brian
Feb 17, 2022

Mike vs. Monte
"Everybody has a plan 'till they get punched in the mouth."
Mike Tyson’s cogent remark applies to financial planning as well. We all ...
Brian
Feb 10, 2022

Small Business, Big Needs
Owning a small business has its rewards, but increases the need for financial planning
The last two years showed us the importance and ...
Brian Harvey
Feb 3, 2022

Enduring Volatility
Market Volatility Should Not Ruin Your Financial Plan
Volatility is inherent in financial markets. Periods of relative calm ...
Brian
Jan 27, 2022

Retirement Education
Retiring is inevitable. Most workers will their jobs at some point - voluntarily or not
If the last two years taught us anything, it is ...
Brian
Jan 13, 2022

Are Financial Advisors Still Relevant in a Digital World?
A guide to Determining if You Should Work with a Financial Advisor
Warren Buffet warned to "never ask a barber if you need a haircut".
Brian
Jan 6, 2022