Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident. We’ll also announce our live events here.
Has My Advisor Led Me Astray? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A sessions filled… Read Article
How Do I Know You're REALLY A Fiduciary? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A… Read Article
I Have Anxiety Over Managing Our Finances Alone... Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A… Read Article
From our More than Money family to yours, we wish you the Merriest Christmas season and a healthy, happy, prosperous New Year. You may be a client we serve in… Read Article
Focus On What You Can Control Looking ahead into 2024, I would encourage all of you to consider spending more time focusing on what you can control and less time… Read Article
Invest in You ladies know how to get things done!! We can't thank everyone enough for coming out to our Holiday Hope Chests event on Wednesday night. We packed 115… Read Article
Can I Collect Social Security and Keep Working? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A… Read Article
When Can My Wife Start Taking Withdrawals? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A sessions… Read Article
The barbarism inflicted on Israel beginning on October 7th challenges the most civilized mind to comprehend. I make no serious claim to a particularly civilized mind. The atrocities reported doom… Read Article
Thanksgiving – We Are Grateful for You! "Piglet noticed that even though he had a very small heart, it could hold a rather large amount of Gratitude." Our entire More… Read Article