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December 2018 Episode of Your Future Your Finances

This month on Your Future Your Finances, Brian spoke with health professionals about nutrition and physical fitness.  These topics are just as important to your retirement as what your money is doing.  Thanks to Sharon McRae (first up) and Gigi Nash (starts minute...

Market Insight – Rough Seas Subside

It’s not an all clear message but Santa just may pay us a visit this year. In the past 30 days, several risks have diminished: Trade:  Odds of all-out trade war have significantly decreased after the meeting on Saturday between President Trump and Chinese President Xi...

Now May Be the Time to Convert your IRA to a ROTH IRA

Are you considering converting your Traditional IRA to a ROTH IRA?  Here is some ‘food for thought’ from Brian Kuhn. Read full article here:  https://www.engineeryourfinances.com/2018/11/why-now-may-be-the-time-to-convert-your-ira-to-a-roth/ Previously...

What’s Missing in Your Benefits Package?

Healthy Employees = Healthy Business As the national spotlight on mental health continues to shine, the correlation between wellness and productivity is undeniable. Employers are actively searching for ways to facilitate a positive “culture of care” among their...

New Episode of Your Future Your Finances

“The most recent episode of our television show Your Future Your Finances is available on YouTube and linked here.  Brian Kuhn, the host and a planner with Planning Solutions Group, interviews our very own Chief Investment Officer, Jon Giordani, for the first half of...