by Brian Ursu | Oct 1, 2021
Are you concerned about your retirement? A recent poll suggests that more than half of Americans believe the pandemic has hampered their ability to have a secure retirement. More than one third are doing a retirement rethink, and more than two thirds believe they will...
by Brian Ursu | Oct 1, 2021
When it comes to your financial future, finding the right advisor is a major life decision that can impact the trajectory of your finances throughout your lifetime. Finding the right person can be challenging, but it’s not impossible. Brian outlines a process to...
by Brian Ursu | Sep 30, 2021
There is something about being on the shore of one of the most beautiful lakes in the world that is like a balm to the soul. I try to spend time, year-round, on the beach of Lake Michigan. My time is spent primarily at Van’s in Leland, but other great beaches can be...
by Brian Ursu | Aug 13, 2021
Our broker dealer partner, LPL Financial, has offered an annual conference for continuing education, networking opportunities and a gathering of up to 8,000 financial advisors for years. Last year the conference was virtual, and I really enjoyed it. This year it was...
by Brian Ursu | Aug 4, 2021
If you are a client and have read our latest newsletter then you have read about my new passion, mowing the lawn with a zero-turn riding mower. This past weekend, I decided to turn my passion into something more productive by mowing a 50-foot by 50-foot patch in the...
by Brian Ursu | Jul 13, 2021
Recently I had a conversation with a realtor friend who had a deal fall through for a parcel of land because the buyer found out the construction costs have gone up so high that it rendered the deal untenable. We have all heard stories of lumber prices jumping,...
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