
Goodbye WEP & GPO
The Social Security Administration recently adopted the Social Security Fairness Act. The Act only affects those (or their spouses) that ...
Brian
Mar 20

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

Do You Know What a Duvet Is?
It appears the U.S. may be headed for the elusive ‘soft-landing’ that seemed improbable not too long ago. Part of the reason is the pace ...
Brian
Nov 17, 2023

Pay the Piper & Get a Match
Student loan repayments are set to resume in October. Payments were paused during the outset of the pandemic and then extended until the ...
Brian
Sep 1, 2023

Inflation and Retirement
The US was the only major industrial nation without a central bank until the Federal Reserve System was created in 1913
Brian
Jun 22, 2023

Retirement Resolutions
Late January is around the time when New Year’s resolutions start breaking down. One study showed that only 64% of people that made a ...
Brian
Jan 26, 2023

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

Prepare to Exit
"Plans are worthless, but planning is essential"
The above quote is widely attributable to President Dwight Eisenhower, although he gave...
Brian
Apr 14, 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

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