In this special episode of Coffee with Waymark, the team shares the best and worst financial advice they've received over the years. From avoiding hot stock tips to setting up smart savings habits early, this rapid-fire session is packed with practical insights for investors at every stage of life. The common thread? Personal finance is personal—what works best is what works for you.

The countdown to 2025 has begun—are your finances ready for the new year? In this Coffee with Waymark, we highlight key financial tasks...

Brandon’s family is getting ready to welcome a baby boy! In this episode of Coffee with Waymark, he shares practical tips...

Want to give your kids the gift of financial literacy? It starts with having money talks with them early on.

The 'money talk' isn't just about numbers, it's about aligning dreams. Find out how to create a shared financial vision with your partner.

Homeownership might seem like the ultimate goal, but it comes with responsibilities that aren't financial alone.

With the current year winding down, it's the ideal time to reexamine your financial landscape.

Going through a divorce? Financial preparation is an important part of the process. Here's an overview of important areas to look into.

Once student loans are behind you, it's time to reassess your financial status and look into the new opportunities available to you.

Early planning for Alzheimer's and dementia care offers more flexibility and options for you and your family.

When you receive a sudden windfall, it’s important to make smart decisions about what to do with it.

Brendan shares LPL’s 2023 Market Forecast—along with a healthy dose of skepticism and comparison of last year's forecast.

Financial planning for a terminal illness is a daunting task, but it can relieve a tremendous burden from you and your family.

Secure Act 2.0 was passed on December 29th, 2022, and it contains many changes to retirement account rules.

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.

In this video, Brendan goes over what he feels are the most important parts of this proposed relief plan that you need to consider.

When you don’t make tax planning a priority, you can cost yourself a considerable amount of money in missed opportunities and mistakes.

Learn about the benefits teens and young adults may reap from investing some of their summer earnings in a Roth IRA.

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.

Cognitive decline can interfere with our ability to make sound financial decisions so it’s important to put a plan in place in advance.