Your fall financial renovation

Sep 18, 2019 |Brian Martin

Here are some steps to simplify your finances ahead of a busy year-end

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You Can’t take it With You!

Aug 19, 2019 |Brian Martin
A widow and her friend are at a funeral watching the casket get lowered into the ground. Just before the casket is lowered into the ground the widow puts an envelope on the casket. After the services the friend asks “Sorry to pry but what was in the envelope?”...
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Why we are not the Warren Buffet we think we are

Feb 28, 2018 |Brian Martin
This article from RBC Wealth Management touches on the common mistakes I see daily from people who don't have an advisor working with them. It is a great refresher on why you might be making the choices you are and how you might avoid them. Emotional...
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