Dec 6, 20215 min8 Financial Health Tips for 2022 The end of the year is the perfect time to take inventory of your financial health and to create a plan for the coming year.
Dec 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.
Nov 22, 20216 min5 Ways to Stay Active This Winter There’s no question that being active—both mentally and physically—is important year-round, but in the wintertime, it’s even more critical.
Nov 4, 20215 minWhat to Do With Your Inheritance or BonusHave 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.
Oct 29, 20215 minShould You Worry About Inflation?Hear Brendan's take on the state of inflation, concerns arising for clients, and how you should handle your portfolio.
Oct 18, 20215 minPractical Ways to Support Local Small Businesses Here are some of the benefits of shopping locally and ideas for how you can support small businesses in your area.