Planning for the Costs of Alzheimer's and Dementia Care
Early planning for Alzheimer's and dementia care offers more flexibility and options for you and your family.
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- Feb 20
- 3 min
A Windfall of Opportunities: How to Make Smart Choices with Sudden Money
When you receive a sudden windfall, it’s important to make smart decisions about what to do with it.
- Jan 26
- 7 min
LPL’s 2023 Market Forecast
Brendan shares LPL’s 2023 Market Forecast—along with a healthy dose of skepticism and comparison of last year's forecast.
- Jan 16
- 4 min
Financial Planning in the Face of a Terminal Illness
Financial planning for a terminal illness is a daunting task, but it can relieve a tremendous burden from you and your family.
- Jan 14
- 9 min
What You Need to Know about the NEW Secure Act 2.0
Secure Act 2.0 was passed on December 29th, 2022, and it contains many changes to retirement account rules.
- Oct 3, 2022
- 4 min
How to Get the Most Out of Your Flexible Spending Account
A flexible spending account lets you pay for medical expenses pre-tax, but you need to understand the rules to get the most from it.
- Sep 16, 2022
- 8 min
What We Know About Student Loan Debt Relief (So Far)
In this video, Brendan goes over what he feels are the most important parts of this proposed relief plan that you need to consider.
- Sep 5, 2022
- 6 min
The Benefits of Early Tax Planning
When you don’t make tax planning a priority, you can cost yourself a considerable amount of money in missed opportunities and mistakes.
- Aug 19, 2022
- 6 min
Turn a Summer Job into Roth IRA Savings
Learn about the benefits teens and young adults may reap from investing some of their summer earnings in a Roth IRA.
- Jul 1, 2022
- 8 min
What is a Recession?
In this episode of Coffee with Brendan, he explains how inflation can lead to a recession and what you can expect if we do experience one.
- May 2, 2022
- 5 min
5 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.
- Mar 18, 2022
- 4 min
2022 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.
- Dec 3, 2021
- 6 min
What 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.
- Sep 27, 2021
- 4 min
How 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.
- Sep 6, 2021
- 5 min
Year-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.
- Apr 12, 2021
- 6 min
How to Invest for Your Grandchildren’s Future
Investing for your grandchildren now can help bolster your family in the future, both within your lifetime and after you are gone.
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