by Brian Ursu | Mar 16, 2021
Market volatility is scary. We get it. The last thing you want to do is lose a large portion of your nest-egg when you’re in the retirement red-zone. In this video I’ll share with you 5 tips for when the markets get rocky. ...
by Brian Ursu | Mar 12, 2021
Jon Sluis, President of InTrust CPA firm, interviews Brian Ursu regarding his book and his business practice. ...
by Brian Ursu | Mar 3, 2021
What brings you joy? We have all had a long time to ponder this question in the last year and I think it is one that is worthy of our collective pondering. I’m not necessarily talking about what you missed the most in this last year, which is a great question and...
by Brian Ursu | Feb 24, 2021
It is no secret that 2020 has shaken the foundational nature of how businesses operate. Change has become a staple in not just our line of work but in everyday life. This year we want to change that narrative by offering a new way to connect and communicate:...
by Brian Ursu | Feb 24, 2021
Baby boomers are already in the throes of the most significant wealth transfer in history. Over the next 25 years, they are expected to leave $68 trillion in wealth to their heirs. But you don’t need to be older to need a wealth transfer plan, nor do you need a...
by Brian Ursu | Feb 17, 2021
Recently, I came into the possession of my very first family heirloom. Long story short, my mom needed to move to a new location and as a consequence she reluctantly had to offload a few more items for us to store. Since we are packrats and seem to be unable to...
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