Have an inheritance or bonus on the way? In this ep of Coffee with Brendan, he encourages you to think twice before deciding what to do.

Hear Brendan's take on the state of inflation, concerns arising for clients, and how you should handle your portfolio.

Brendan shares a client story about proposed tax policy revisions and what you need to know looking ahead to 2022.

Learn about preventative measures to detect suspicious activity, monitor your information, and defend against identity theft.

Learn how to stay motivated throughout these uncertain times and live better now and on the other side of the pandemic.

In this video, guest speaker and Senior Mortgage Advisor Rachel Pierce talks about when it makes sense to refinance.

In our video, How to Prepare for an Unexpected Market Drop, we talk about how to avoid reacting emotionally and start thinking rationally wh

Guest speaker, Stuart J. Sweet talks about how the COVID-19 pandemic and the upcoming presidential election may impact your finances.

In the video, An Introduction to Socially Responsible Investing, we talk about what socially responsible investing is and what it isn’t.

Don’t miss our latest video on several important factors everyone should consider before moving forward with a dissolution of marriage.

Watch Brendan’s latest video, Estate Planning 101, where he talks about the different types of documents and when to use them.

In the video, How to Get into & Pay For College, we talk about what your education will cost you, why it is so expensive these days, and wha

In the video, Reducing Stress by Taking Control of Your Holiday Spending, we talk about tips and tricks to spend smarter this holiday season

Dispelling the myths and misunderstandings of the Social Security program is something we get asked about often.