BLOG
Investing Basics 101: The Different Types of Investment Accounts and Choosing the Right One for You (Part 2)
By Bryan Trugman, CFPⓇ Once you’ve mastered savings habits and have a solid emergency fund (discussed in our Investing Basics Part 1), it’s time to start making your money work harder. After all, you work hard for your money, you want your money to work hard for you!...
Hear Directly From Attitude Financial Advisors Clients
Finding a professional you can trust to help you navigate your financial worries and hopes (and to prioritize their own interests over yours) is no small task—and we know you don’t take it lightly. Whatever motivated you to consider seeking help, we want you to know...
Investing Basics 101: Budgeting Basics to Help You Set Aside Money for Investing (Part 1)
A budget is the foundation of a consistent investment strategy. Learn budgeting basics to earmark funds for your investing journey.
Estate Planning and Why It’s Not Just for Seniors
By Bryan Trugman, CFPⓇ There’s a common misconception that if you aren’t wealthy or very old, it’s not important to worry about estate planning. But this simply isn’t true! Estate planning is for everyone, regardless of age or economic status, and plays a pivotal role...
6 Financial Moves to Make Before You Get Divorced
By Bryan Trugman, CFPⓇ You’ve tried to make it work but it’s time to get real. A divorce is on the horizon. There is a lot to consider when getting divorced, with finances being a major concern for most. Who will get what, and how much? You want to be fair, but you...
How to Make Money, Stay Active, and Thrive in Retirement
By Bryan Trugman, CFPⓇ As you approach retirement, you might find yourself looking for ways to boost your income. Picking up a part-time job might be a good solution. The benefits of getting a part-time job after retirement go beyond earning money. Studies have shown...
Does Someone You Know Need a Second Opinion?
By Bryan Trugman, CFPⓇ Getting a second opinion isn’t just for medical diagnoses. Your financial health is just as important as your physical health, so why not ask other trusted professionals for their advice? Whether you’re an investment novice or a daily Market...
SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings
By Bryan Trugman, CFPⓇ Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the...
5 Tax-Planning Strategies to Maximize Your Nest Egg
By Bryan Trugman, CFPⓇ With life expectancies increasing and the cost of living going up, it’s more important than ever to plan for your future. Fortunately, there are several tax-planning strategies that can help you minimize your tax liability and keep more of what...
Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024
By Bryan Trugman, CFPⓇ Congratulations! Your winning attitude has brought you to the home stretch of your official retirement date with only 12 months left to go. It’s an amazing accomplishment, and the fact that you’ve worked hard for decades is something to be proud...
