Resolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.

Perfection is the Enemy of Good, Focus on Executing Improvements.

While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years.

When Markets Give You Lemons, Make Roth Conversion

A year-end strategy to consider for turning lemons into lemonade is Roth Conversion.

You Can’t Always Get What You Want… But If You Try Sometimes

With markets All Down The Line, thinking it will make you Happy to become Exile on Wall St?

Book Travel Now - Time for Experience Spending

My PSA for those adhering to a financial plan: Book your travel now.

Inflation: Increase assets, borrow, and lock in debits.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

Take this job and shove it!? Measure twice, cut once.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

Rising Rates, Sinking Values: Are Bonds Dead?

Since 1976 the bond market has been negative just 3 times, 2021 could be the fourth and worst.

2020 - The Worst Year Ever… Really?

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, InvestingGlenn BrownJanuary 2, 2021Aging Parents, Asset Allocation, Sandwichers, Tax Planning, Savings, Trusts, Tax Deadlines, taxes, Technology, Best Practice, Budget, Rebalancing, Debt Management, Cash Flows, Estate Planning, Employee Benefits, Economy, family, Financial Planning, Focus on your why, Goals, Health, House, Interest Rates, Investing, Investment Management, Will, 401(k), Raising Kids, Kids, Experience Spending, Life Insurance, Local Town Pages, College Refunds, Mortgage, Markets, Roth IRA, Priorities, Required Minimum Distributions, Home Equity Line of Credit, Refinancing, Retirement, Roth Conversion, IRAs, Student Debt, Student Loans, CARES Act, children, Caring for aging parents, Traditional IRA, Total Return, Taxes, Your Money Your Independence

Would’ve, Could’ve, Should’ve… But Did You?

Instead of talk of the future, act on the constants - change and time.

Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, BudgetingGlenn BrownJune 30, 2020Aging Parents, Asset Allocation, Sandwichers, Capital Gains, Tax Planning, Savings, Student Debt, Small Business Owners, Student Loans, Budget, Best Practice, Rebalancing, Debt Management, College Planning, children, College, Caring for aging parents, Economy, Goals, Employee Benefits, Focus on your why, Financial Planning, Fee-Only Fiduciary, Education, Guardianship, Mortgage, Health, Healthcare, Home Equity Line of Credit, HELOC, IRAs, Investing, Investment Management, IRA Withdrawals, 401(k), Raising Kids, Work Benefits, Kids, Local Town Pages, Markets, Interest Rates, Income Streams, Total Return, Portfolios, Priorities, Refinancing, Retirement, Roth IRA, Roth Conversion, Estate Planning, Traditional IRA, Your Money Your Independence, Dividend Growth, Tax-Loss Harvesting, Yields

Ch-Ch-Changes - Turn And Face The Strange

CARES Act legislation impacting 2020 tax laws, provisions and deadlines.

Be Proactive and Less Reactive

Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.

Outlooks for 2019, Do They Matter?

New year, new positioning. The investment community loves annual outlooks. Do you act or let them become part of your past, like Sears Wish Books?

Your $ Your Independence, Investing, Retirement Planning, Tax Planning, BudgetingGlenn BrownJanuary 1, 2019tax planning, Investing, Economy, Financial Independence, Best Practice, Your Money Your Independence, Markets, Economics

Determining Your Interests on Interest Rates

Yes interest rates are rising. Instead of forecasters, focus on how to evaluate the impact to you, your family, business and portfolios in order to seek opportunities and mitigate risks.

Retirement Planning, College Planning, Economics 101Glenn BrownAugust 16, 2018Financial Planning, Investment Management, Savings, Interest Rates, Fed, Economy, Debt Management

Small Business Owners In Booming Economy, "What, Me Worry?"

When times are good, wasteful practices arise but are seldom mentioned, let alone fixed. Be proactive now to drive efficiencies, your employees and clients will thank you.