By Bryan Trugman, CFPⓇ You’ve probably heard the saying, “People don’t plan to fail, they fail to plan.” In our experience, overlooking long-term care expenses that you could incur later on in life is one of the biggest blind spots people have as they head into...
Don’t keep your retirement plans to yourself. Make sure you and your spouse are on the same page with these 3 questions.
Early retirement doesn’t just have to be a dream. Use these 6 tips to make it a reality.
The newly announced Student Loan Forgiveness Plan may affect more than your monthly payment. Attitude Financial Advisors is here to help.
You wouldn’t buy a car without a test drive. So don’t buy a financial plan without a sample. Here’s a glimpse at Attitude’s Money Mastery financial plan.
Are you or someone you know planning to get married soon? We urge every couple to lay the financial cards on the table as early as possible in the relationship.
By Bryan Trugman, CFPⓇ Not knowing what’s around the corner can be scary. Billionaire and founder of Patagonia, Yvon Chouinard, said, “Fear of the unknown is the greatest fear of all.” And things in our world right now are just about as unknown as it gets. Most of us...
Business owners: Are you on track to meet your goals for this year and next? If not, your exit strategy may be the place to look.
By Bryan Trugman, CFPⓇ Financial planning is often a misunderstood profession. I sometimes find myself educating new clients about what the professional relationship looks like, how it works, and the overall benefits of working with a financial planner. Some clients...
By Bryan Trugman, CFPⓇ People often don’t realize the time sensitivity of financial planning until they turn 50, and a lot of opportunities are missed as a result. Your 40s are an exciting time with new opportunities and challenges—and also a critical window to change...