Feb 7, 20237 minGet to Know Hanifa Watch Hanifa’s interview with Brendan and learn everything from her professional background to which TV shows she’s currently binge-watching
Feb 6, 20234 minOpportunity Costs of Early and Late Retirement Whether you’re considering retiring early or late, each decision comes with its own pros and cons, or opportunity costs.
Jan 26, 20237 minLPL’s 2023 Market ForecastBrendan shares LPL’s 2023 Market Forecast—along with a healthy dose of skepticism and comparison of last year's forecast.
Jan 16, 20234 minFinancial 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, 20239 minWhat You Need to Know about the NEW Secure Act 2.0Secure Act 2.0 was passed on December 29th, 2022, and it contains many changes to retirement account rules.
Jan 2, 20235 minHow to Know if It's Time to Downsize Your Home Downsizing your home prior to retirement can free up cash while letting you keep your independence as you age.