I am frequently asked for my advice about educating kids (or grandkids) about money. My wife and I developed a set of “money rules” for our two boys. I thought I would share a few more of them with you. For us, these “money rules” were built around making sure our boys understood the value of money and learning how … Read More
Is a Lump Sum Pension Payout a Good Idea?
In this video, Brian helps to answer the question, How do you know if a lump sum pension buyout is right for you? The first step is to ask yourself, do you need the income from the pension? If you don’t, you may want to rollover the lump sum benefit into an IRA account. If you do need it, find … Read More
Life is a Marathon, So Are Your Investments
If you look at your lifespan, it more closely resembles a marathon rather than a 100-yard dash. Keeping this view in mind, you should aim for an investment strategy that allows you to accomplish everything that is important to you. You want to figure out what approach will enable you to get the returns you need with the least risk. The easy access … Read More
The Top 3 Rules I Would Put in place if I Ran The Country
Admit it, you’ve probably thought about what you would do if you were running the country, even for a day. I know I have. In fact, I came up with a long list of things. Here are my top three, in no particular order, along with some explanations of why: