Insights.

Glenn Brown 9/3/19 Glenn Brown 9/3/19

Tax planning in September? You should and here’s why.

Now, not December or April, is an opportune time.

Glenn Brown 8/1/19 Glenn Brown 8/1/19

Selecting Colleges: Lead, Don’t Be Led

“We’ll find a way” means debt, poor ROI and impaired retirement.

Glenn Brown 7/1/19 Glenn Brown 7/1/19

Are you a Sandwicher? Embrace it!

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

Glenn Brown 5/31/19 Glenn Brown 5/31/19

Lists for sun, fun and rainy day funds.

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

Glenn Brown 4/30/19 Glenn Brown 4/30/19

Guard(ian) Your Blindside

Who ensures your child’s continued growth? It’s not the insurance.

Glenn Brown 4/1/19 Glenn Brown 4/1/19

Teenager + Earned Income = Roth IRA

If your teen made money last year, open a Roth IRA in their name.

Glenn Brown 1/31/19 Glenn Brown 1/31/19

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.

Glenn Brown 1/1/19 Glenn Brown 1/1/19

Outlooks for 2019, Do They Matter?

New year, new positioning. The investment community loves annual outlooks. Do you act or let them become part of your past, like Sears Wish Books?

Glenn Brown 12/4/18 Glenn Brown 12/4/18

Making a List, Checking It Twice?

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

Glenn Brown 11/16/18 Glenn Brown 11/16/18

HSA & HDHP - Alphabet Soup of Work Benefits

Work benefits are complicated, including High Deductible Health Plans (HDHP). Health Savings Accounts (HSA) can be utilized to your advantage for savings and tax planning.