Are you a Sandwicher? Embrace it!

In planning for 3 generations, ways to embrace communication and change.

Lists for sun, fun and rainy day funds.

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

Teaching Your Kids About Money

Fun ways to embrace budgeting, power of saving & philanthropy.

Budgeting, College Planning, PhilanthropyGlenn BrownMarch 1, 2019Kids, College Planning, Your Money Your Independence, Philanthropy, Budget, Savings, Sandwichers, children, family, grandchildren, Minors, Interest Rates

Dividends: Evolve Beyond Yield

Temptation of high-yield dividend stocks can lead to denials like “As long as I get my dividends, I don’t care about share price”. You should and here’s why.

Investing, Retirement, Retirement Planning, Your $ Your IndependenceGlenn BrownJanuary 31, 2019Dividends, Income Streams, Dividend Growth, Investing, Investment Management, Financial Planning, Savings, Best Practice, Local Town Pages, Retirement, Total Return, Trusts, Yields

Making a List, Checking It Twice?

Don’t let these year-end opportunities pass, be proactive with your to-do list.

Determining Your Interests on Interest Rates

Yes interest rates are rising. Instead of forecasters, focus on how to evaluate the impact to you, your family, business and portfolios in order to seek opportunities and mitigate risks.