Divorce is never a comfortable topic to discuss, but oftentimes it brings about some of the biggest financial changes that can take place in your life. And given that it's an emotional time, there are many key areas that you won't want to over

Are You Asking The Wrong Financial Questions?

Dec 6th, 2018 12m 23s

A lot of people have questions about their retirement plan, but we find that they’re often asking the wrong questions. We’ll cover some of these common questions and learn about the different questions you should be asking instead.

More Than Just Investments

Nov 15th, 2018 18m 53s

There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?

Be Realistic About Your Retirement

Aug 16th, 2018 16m 13s

We often have a lot of unrealistic expectations about retirement - and there’s nothing wrong with that if we reel ourselves back toward reality before making major decisions. Let’s talk about some of the ways our retirement expectations get out

What Demographics Can Tell Us

Aug 2nd, 2018 16m 45s

Statistics can sometimes make your head spin. But sometimes they give us some helpful insight into how others approach financial and retirement planning. Let’s look at some intriguing demographics and see what they tell us about retirement thes

Long Term Care 101

Jul 17th, 2018 22m 24s

On the first edition of "Navigating The Financial Seas", Brian walks us through some of the basics of planning for potential long term care needs. Is traditional LTC coverage the best route to take? Are there alternatives that might make sense

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