Don’t keep your retirement plans to yourself. Make sure you and your spouse are on the same page with these 3 questions.
Are You and Your Spouse on the Same Page About Retirement?
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How Much Do I Need to Retire Early?
Early retirement doesn’t just have to be a dream. Use these 6 tips to make it a reality.
Student Loan Forgiveness: Key Takeaways You Should Know
The newly announced Student Loan Forgiveness Plan may affect more than your monthly payment. Attitude Financial Advisors is here to help.
Why Our Money Mastery Service May Be the Perfect Fit For You
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.
Get Financially Naked
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.
Is a Recession On the Horizon? How We Watch Over Your Money
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...
Why Exit Planning Is the Lynchpin of a Successful Business
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.
Who We Serve and What We Do Best
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...
The Top 3 Financial Mistakes I See Couples Make in Their 40s
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...
What Should You Do About the Russia–Ukraine Crisis and Market Volatility?
By Bryan Trugman, CFPⓇ The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves. People across the globe are...