Insights.

Glenn Brown 4/30/26 Glenn Brown 4/30/26

Grads: Don’t Pay the Comfort Tax—Invest in the “Struggle”

Moving home to save money looks smart on a spreadsheet, but it’s a strategic error that kills ambition. Real growth requires the friction of rent, roommates, and embracing the struggle of your 20’s. Build the career momentum and grit necessary to secure a foundation of financial independence.

Glenn Brown 3/24/26 Glenn Brown 3/24/26

The Snow Has Melted—It’s Time for Financial Spring Cleaning.

Don’t let hidden financial clutter derail your future. Discover five essential spring cleaning steps to protect your legacy and savings.

Glenn Brown 3/5/26 Glenn Brown 3/5/26

Homebuying in 2026: Smart Moves To Plan Your Purchase.

Success in 2026 isn't about finding the perfect Zillow listing — it’s about having a financial game plan that works for both the purchase and the life you live after.

Glenn Brown 2/14/26 Glenn Brown 2/14/26

Model Twice, Execute Once: Roth Conversion Analysis Done Right

By modeling Roth conversions in advance and executing strategically, investors can turn today’s known tax rates into decades of tax-free growth, greater flexibility, and improved long-term outcomes.

Glenn Brown 1/5/26 Glenn Brown 1/5/26

Already Bid Adieu to “New Year, New You”?

Lasting financial change is difficult to achieve. Understanding why resolutions fail can help turn intentions into sustainable strategies.

Glenn Brown 11/26/25 Glenn Brown 11/26/25

Slow Down, Show Up and Spend Ahead

December can feel like a sprint between holiday preparations, kids stressed over exams and shows, travel plans, shopping, and year-end deadlines, it’s easy to get overwhelmed.

Glenn Brown 10/28/25 Glenn Brown 10/28/25

Use November to Finalize Year-End Success and Plan for 2026

November isn’t just about turkey, travel and Black Friday — it’s your financial checkpoint. Review goals, lock in tax moves, and get ready for 2026 before year-end chaos sets in.

Glenn Brown 10/2/25 Glenn Brown 10/2/25

Open Enrollment 2026: Medical Plans & HSAs

Maximize your 2026 benefits—choose between traditional plans or HDHPs with HSAs to save money now and grow your savings for the future.

Glenn Brown 9/2/25 Glenn Brown 9/2/25

Navigating College Admissions with Financial Planning

From early application options to maximizing merit and planning expenses, the admissions process is overwhelming. Let’s discuss key points to help families make informed decisions.

Glenn Brown 8/4/25 Glenn Brown 8/4/25

One Big Beautiful Bill - A Planning Perspective

Like all things with Washington, OBBB has the good, the bad and the political virtue signaling - let’s review the 5 areas of broadest impact from a financial planning perspective.

Glenn Brown 7/7/25 Glenn Brown 7/7/25

Enjoy Every Sandwicher Moment.

Those raising children and helping aging parents often feel rushed and are distracted thinking about what’s next, overlooking the beauty of daily, mundane moments.