Resource Center

For years our firm has been on the lookout for a source of new and timely information that would benefit our clients, content we judge our clients would find helpful and relevant as they work toward their financial goals. Our search is ended, and we are excited to share with you a new feature on our website. 

Click on the icon at the top of this page. There you will find an impressive collection of articles, calculators, videos, and presentations pertaining to Retirement, Estate Planning, Investments, Insurance, Lifestyle, and a few other categories.

Brian has chosen a handful of articles to feature, but you are welcome to peruse them all.

  • Sending your child to college soon? Check out “A Cheat Sheet for Sending Your Kid to College” for some advice you may not have heard before.

  • Putting off an important decision? Maybe you should read “A Decision Not Made is Still a Decision.”

  • If you’re nearing retirement you can read about retiring abroad, stretch IRAs, or having a “bucket plan” that supports your “bucket list.”

This material is well written, informative, interesting, and relevant. You’ll want to visit often since it’s also updated frequently. Set a goal for yourself to read one article or watch one video per week. What a great way to educate yourself and build awareness of all the components of your financial picture…at your convenience, your pace, in the comfort of your home.

Just one more reason you should add our site to your “Favorites” bar and visit often.