How to Raise Financially Savvy Kids: Budgeting, Saving & Money Talks
Want to give your kids the gift of financial literacy? It starts with having money talks with them early on.
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Jan 225 min read
Creating a Shared Financial Vision: Having the Money Talk with Your Partner
The 'money talk' isn't just about numbers, it's about aligning dreams. Find out how to create a shared financial vision with your partner.
Dec 11, 20235 min read
Beyond the Mortgage: Is Buying a Home Right for You?
Homeownership might seem like the ultimate goal, but it comes with responsibilities that aren't financial alone.
Oct 16, 20234 min read
Year-End Financial Checkup: Charting a Healthy 2024
With the current year winding down, it's the ideal time to reexamine your financial landscape.
Oct 2, 20234 min read
Preparing Your Finances for Divorce
Going through a divorce? Financial preparation is an important part of the process. Here's an overview of important areas to look into.
Sep 4, 20234 min read
I Paid Off My Student Loans–Now What?
Once student loans are behind you, it's time to reassess your financial status and look into the new opportunities available to you.
May 1, 20237 min read
Planning for the Costs of Alzheimer's and Dementia Care
Early planning for Alzheimer's and dementia care offers more flexibility and options for you and your family.
Feb 20, 20233 min read
A Windfall of Opportunities: How to Make Smart Choices with Sudden Money
When you receive a sudden windfall, it’s important to make smart decisions about what to do with it.
Jan 26, 20237 min read
LPL’s 2023 Market Forecast
Brendan shares LPL’s 2023 Market Forecast—along with a healthy dose of skepticism and comparison of last year's forecast.
Jan 16, 20234 min read
Financial 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 min read
What You Need to Know about the NEW Secure Act 2.0
Secure Act 2.0 was passed on December 29th, 2022, and it contains many changes to retirement account rules.
Oct 3, 20224 min read
How to Get the Most Out of Your Flexible Spending Account
A flexible spending account lets you pay for medical expenses pre-tax, but you need to understand the rules to get the most from it.
Sep 16, 20228 min read
What We Know About Student Loan Debt Relief (So Far)
In this video, Brendan goes over what he feels are the most important parts of this proposed relief plan that you need to consider.
Sep 5, 20226 min read
The Benefits of Early Tax Planning
When you don’t make tax planning a priority, you can cost yourself a considerable amount of money in missed opportunities and mistakes.
Aug 19, 20226 min read
Turn a Summer Job into Roth IRA Savings
Learn about the benefits teens and young adults may reap from investing some of their summer earnings in a Roth IRA.
Jul 1, 20228 min read
What is a Recession?
In this episode of Coffee with Brendan, he explains how inflation can lead to a recession and what you can expect if we do experience one.
May 2, 20225 min read
5 Steps to Protect Your Finances from Cognitive Decline
Cognitive decline can interfere with our ability to make sound financial decisions so it’s important to put a plan in place in advance.
Mar 18, 20224 min read
2022 Tax Law Changes
There were only a few major tax law changes for 2022, but there’s a good chance you may be affected by them.
Dec 3, 20216 min read
What 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.
Sep 27, 20214 min read
How to Budget for the Holidays
At the holidays, it’s natural to want to treat yourself and your loved ones, but you still need to be careful so you don’t blow your budget.
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