brendansheehan5May 25 min5 Steps to Protect Your Finances from Cognitive Decline Cognitive decline can interfere with our ability to make sound financial decisions so it’s important to put a plan in place in advance.
brendansheehan5Mar 184 min2022 Tax Law Changes There were only a few major tax law changes for 2022, but there’s a good chance you may be affected by them.
brendansheehan5Dec 3, 20216 minWhat if You Could Save On Taxes AND Do Good?In this video, Brendan shares the basics about donor-advised funds: how they’re structured, the tax benefits, and a good way to set them up.
brendansheehan5Sep 28, 20214 minHow to Budget for the Holidays At the holidays, it’s natural to want to treat yourself and your loved ones, but you still need to be careful so you don’t blow your budget.
brendansheehan5Sep 6, 20215 minYear-End Money Moves to Start Planning Now When it comes to savings, insurance, retirement planning, taxes, and more, decisions you make before year’s end can affect you long-term.
brendansheehan5Apr 12, 20216 minHow to Invest for Your Grandchildren’s FutureInvesting for your grandchildren now can help bolster your family in the future, both within your lifetime and after you are gone.