Peak Earnings Years Are Your 50’s - Your Parents Maybe, You… Not So Much.

Top 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.

Dividend Investing - Navigating Hype and Pitfalls To Get Results.

Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.

Perfection is the Enemy of Good, Focus on Executing Improvements.

While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years.

Enjoy Every Sandwicher Moment.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

Estate Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting, College PlanningGlenn BrownJuly 2, 2022Aging Parents, attorney, Elder Care Law, Tax Planning, Capital Gains, Best Practice, Beneficiaries, Budget, Debt Management, Probate, College, children, Cash Flows, Caring for aging parents, Local Town Pages, Daycare, Medicare, Dependent Care, Long-Term Care, Health Care, Medical Expenses, Death Tax, Guardianship, guardians, Estate Planning, Estate Tax, Entitlements, family, Focus on your why, Financial Planning, grandchildren, Goals, Giving, Gifting, Savings, Teenager, Health, Health Insurance, Home Ownership, Inflation, Investing, inheritance, Raising Kids, Kids, Markets, Will, Life Insurance, College Planning, Multi-Generational Planning, Mortgage, Minors, Income Streams, Investment Management, Joy, House, Portfolios, Social Security, Priorities, Spending, tax planning, Trusts, Total Return, Trustee, taxes, Your Money Your Independence, Education

Book Travel Now - Time for Experience Spending

My PSA for those adhering to a financial plan: Book your travel now.

Resolutions Gone Bad: Rein In Your New Year.

How to make financial resolutions that lead to successful planning outcomes.

Take this job and shove it!? Measure twice, cut once.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

Revisiting - Dividends: Evolve Beyond Yield

Revisiting the conundrum for income investors in today’s low-interest rate environment.

2020 - The Worst Year Ever… Really?

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, InvestingGlenn BrownJanuary 2, 2021Aging Parents, Asset Allocation, Sandwichers, Tax Planning, Savings, Trusts, Tax Deadlines, taxes, Technology, Best Practice, Budget, Rebalancing, Debt Management, Cash Flows, Estate Planning, Employee Benefits, Economy, family, Financial Planning, Focus on your why, Goals, Health, House, Interest Rates, Investing, Investment Management, Will, 401(k), Raising Kids, Kids, Experience Spending, Life Insurance, Local Town Pages, College Refunds, Mortgage, Markets, Roth IRA, Priorities, Required Minimum Distributions, Home Equity Line of Credit, Refinancing, Retirement, Roth Conversion, IRAs, Student Debt, Student Loans, CARES Act, children, Caring for aging parents, Traditional IRA, Total Return, Taxes, Your Money Your Independence

Why worry or fight? Have the money talks without the walk.

How to have open discussions about finances for a healthy relationship.

Experience Your Spending

Use money as a tool, over time you’ve viewed as the sum of their experiences.

Why Dividend Growth Matters

Can a low dividend yield be more favorable over the long-term?

Ten Years Gone: People Evolve, Plans Should Too.

A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.

PlanDynamic, Your $ Your Independence, Tax Planning, Retirement Planning, Work Benefits, Small Business, Investing, Insurance, Estate Planning, BudgetingGlenn BrownJanuary 7, 2020Aging Parents, Sandwichers, Tax Planning, family, Savings, HSA, RSUs, Financial Independence, Financial Planning, Student Loans, 40's, 401(k), Work Benefits, Pension, Life Insurance, Cash Flows, Budget, Roth IRA, Roth Conversion, PMI, House, Student Debt, Newborn, 529 Plan, FSA Dependent Care, Refinancing, Mortgage, ESPP, Estate Planning, POAs, guardians, Guardianship, Long-Term Care, Elder Care Law, Raising Kids, Multi-Generational Planning, Best Practice, Debt Management, children, Caring for aging parents, Employee Benefits, FSA, Focus on your why, Fee-Only Fiduciary, grandchildren, Health Savings Accounts, IRAs, Investing, Kids, Local Town Pages, Health Plans, Medicare, Small Business Owners, Portfolios, Priorities, Retirement, Your Money Your Independence, Year-End

Work Benefits: Enroll Into Your HSA

Be healthy, wealthy and wise… fund your HSA.

Lists for sun, fun and rainy day funds.

Define your needs, seeds, wants and “what was I thinking?!”.

Small Business Owners In Booming Economy, "What, Me Worry?"

When times are good, wasteful practices arise but are seldom mentioned, let alone fixed. Be proactive now to drive efficiencies, your employees and clients will thank you.