Hoping “New Year, New You” Makes Financial Goals Come True?

Per Apple’s new ad campaign: Most people quit their New Year's resolutions by the second Friday in January. Well, how are you doing?

Summer, Summer, Summertime - Time To Sit Back and… Experience Spend

Life is constantly evolving, and moments once passed cannot be relived. Embracing experience spending encourages individuals to seize opportunities to enjoy life while they can.

Budgeting, Your $ Your Independence, Retirement PlanningGlenn BrownJuly 1, 2024Best Practice, Experience Spending, Spending, Children, family, Focus on your why, Financial Planning, Goals, Health, Joy, Kids, Savings, Budget, Savings Prioritization, Your Money Your Independence

Empower New Graduates with Gifts of Independence

While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

Budgeting, Debt Management, Investing, Retirement Planning, Your $ Your IndependenceGlenn BrownMay 2, 2024Automatic Payments, Best Practice, Budget, Subscriptions, Debt Management, Bond Portfolios, Bonds, CDs, Children, College, Cash, career, Cash Flows, Dividend Growth, Dividends, Earnings, ETF, Focus on your why, Financial Planning, family, Fee-Only Fiduciary, Financial Independence, Goals, Giving, grandchildren, Graduates, Grads, IRAs, IRA Contributions, Income Streams, Investing, Index, Joy, Kids, Local Town Pages, Student Loans, Gifting, Markets, Roth IRA, Portfolios, Rent, Raising Kids, Student Debt, Savings, Spending, High School Students, College Students, Tuition, Teenager, Technology, Traditional IRA, Multi-Generational Planning, diversification, Experience Spending, Your Money Your Independence, Your Money

At or Near Retirement? Time to Say Bucket!

Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.

Your $ Your Independence, Work Benefits, Retirement Planning, Tax Planning, Retirement, Investing, Debt Management, BudgetingGlenn BrownMarch 4, 2024Budget, Work Benefits, Best Practice, CDs, CFP, Dividends, Dividend Growth, Debt Management, Entitlements, family, Focus on your why, Financial Planning, Goals, Healthcare, Health, HELOC, IRAs, IRS, Income Streams, Investing, Inflation, Investment Management, IRA Withdrawals, Joy, 401(k), Solo K, Local Town Pages, Life Insurance, Medicare, Markets, Net Worth, Roth IRA, Portfolios, Pro-rata rule, Access to Equity, Required Minimum Distributions, Home Equity Line of Credit, Refinancing, Real Estate, Rebalancing, Savings, Traditional IRA, Total Return, Tax Planning, diversification, Savings Prioritization, distribution phase, distribution strategies, tax efficiency, taxes, Experience Spending, Tax-Loss Harvesting, Taxes, Index, Your Money Your Independence, Yields, Asset Allocation

New Year, New You… Not True?

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.