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Blog
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.

Sifting Through the Noise – December 2023
Focus On What You Can Control Looking ahead into 2024, I would encourage all of you to consider spending more...
Invest in You – Holiday Hope Chests 2023!
Invest in You ladies know how to get things done!! We can’t thank everyone enough for coming out to our...
December Q&A
Can I Collect Social Security and Keep Working? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13...
November Q&A
When Can My Wife Start Taking Withdrawals? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for...
Words Are Powerful Tools For American Freedom – November 2023
The barbarism inflicted on Israel beginning on October 7th challenges the most civilized mind to comprehend. I make no serious...
Real Life Questions – Real World Answers – November 2023
Thanksgiving – We Are Grateful for You! “Piglet noticed that even though he had a very small heart, it could...
Let’s Stay in Sync with Alyssa Young – October 2023
Alyssa’s Newsletter is Back: New Ways to Save & an Insurance Coverage Equation I sincerely apologize to all of my...
A Simple Guide to Live Within Your Means and Prioritize Savings
From financial advisor Alyssa Young’s October 2023 newsletter Living within your means is a straight-forward, practical way to establish a...
Sifting Through the Noise – September 2023
Discipline – it’s the little things With the summer coming to a close, school starting and everyone getting back into...


