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Financial Planning

Brandon McCormick
In Financial Planning, Lifestyle

6 Financial Tips for Couples

Do you remember when you first met your partner? So many things about them might have captivated you. Maybe it was their eyes, their hair or their smile. Maybe you started talking and you fell in love with their outlook on life, their fun-loving attitude or their sense of humor. We’re willing to bet, however, it wasn’t your aligned financial…
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Brandon McCormick
In Financial Planning

5 Ways to Show Your Thanks

As we make our way through November, we start to think about all the things we’re grateful for; however, whether it’s family, friends, opportunities, experiences, good fortune, laughter or love, it can be difficult to find a good way to say “thank you” or spread the spirit of giving. Sometimes, though, it’s much simpler than it might sound, and small…
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Brandon McCormick
In Financial Planning, Retirement Planning, Wealth Management

Why Long-Term Care is an Important Part of a Financial Plan

Financial planning can be a complex process, especially for those looking for a comprehensive plan that accounts for every aspect of their life. That comprehensive plan traditionally includes budgeting, investing, tax-mitigation, estate planning, and as you get closer to retirement, should even include Medicare and Social Security. One aspect that often goes overlooked, however, is planning for long-term care, or…
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Brandon McCormick
In Financial Planning

Top 5 States to See Fall Colors

Summer has officially left the building, and it’s time for fall! With fall comes beautiful cool weather and even prettier changing leaves, painting the United States in reds, yellows, oranges and greens. Autmn is also one of the best times of the year to travel, so if you’re planning on using some of your downtime this season to visit a…
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Brandon McCormick
In Financial Planning

Top 5 Football Foods

Even the biggest fans of their teams who show up in old, torn jerseys they refuse to throw away can’t deny that food is the best part of a football Sunday, and after a long offseason, we’re just so glad it’s back. Good food just makes us feel better, and there’s nothing like a great meal surrounded by your closest…
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Will O’Rourke
In Financial Planning, Tax Planning

How ‘Succession’ Becomes Reality

First and foremost, for our friends who watch the popular HBO series ‘Succession,’ this article contains spoilers, so we’d strongly recommend finishing the show before returning to learn how the equivalent of a major plot point could affect the financial landscape. Now, for those of us who are caught up on this brilliant show, let’s go over how its twist…
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