Broker Check

Weekly Published Article

Our weekly published article is on a relevant, important and timely topic in the retirement, tax, investment and/or estate planning arena. The goal of the weekly article is to educate and inform the reader of information that will have an impact on their pre-retirement, retirement and estate planning. We then use this specific topic each week and expand on it on our weekly radio show, called The Retirement Money Matters Show.

If you would like to receive our weekly article via email, please let us know and we will send it to you each week.


You Have to Survive and Advance - March 19th, 2017

The month of March is basketball tournament time, and the theme during this time in the season is ‘Survive and Advance.’  In order to continue playing and prevent the season from being over, you have to win to move on to the next round.  In today’s ever changing and volatile financial world, your retirement plan has to be set up to survive and advance as well. 

Read Article

Question of the Month - March 12th, 2017

“Hi Brian.  I am 55 years old and trying to save as much as possible for my retirement.   Can I max out my employer 401(k) and a personal IRA plan in the same year?  Also, my wife is not employed currently so can I also contribute for her?  Please let me know.  Thank you.”  Mike

Read Article

Click here to browse through the Archive