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

Thanks, Dad - For Showing How to Lead, Then Trusting to Follow.

As Father's Day approaches, it's time to pause and express gratitude for these silent architects of our lives.

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

Frugal February… A Different Take, One That’s Sustainable.

Many use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start.

If You Fail To Plan, You Are Planning To Fail.

Starting the New Year with the same old resolutions? Let’s recognize questionable resolutions, including three destined for failure, plus what should be considered for successful planning outcomes.