Before Completing Your 2022 Tax Return, Keep These 5 Filing Tips in Mind
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.
A Return to Normalcy Part 1
Brett’s thoughts on the return to normalcy post-Covid.
Wintering 101: Your Guide to Seasonal Living
If your clients want to escape the harsh winter weather, show them how with this article.
SECURE Act 2.0: An Overview
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
January Is National Financial Wellness Month
January is Financial Wellness Month, a time to check-in with your financial strategy.
You'll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?
The average annual healthcare expense per insured individual ranges from $3,800 for 19- to 34-year-olds to $13,000 for retirees. Should you consider utilizing a HSA or HRA to help offset these costs?
Who Is Your Financial Mentor?
Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.
Winter 2023 Market Perspectives with Brett Carleton
5 Financial Goals for the New Year
Start the year off right by getting started on these five top financial goals.
Rain, Snow & Ice: 4 Tips For Preventing an Insurance Claim This Winter
As winter continues on, there are a few things you can do to prepare for and prevent a costly insurance claim.
What is a 1031 Exchange?
This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.
End-of-the-Year Money Moves in 2022
Here are some things you might consider before saying goodbye to 2022.