Financial Planning

Three Characteristics of Financial Advice

As with all things, financial planning advice comes with trade-offs. When looking for a financial advisor, you’ll need to consider your goals and needs as well as what you’re willing to spend on the service. Modern technology has made planning more accessible than ever, but tech-based solutions can only offer so much. So what are…

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Finding A Purposeful Retirement

Research has proven what experienced financial planners know from experience: Retiring too early is not good for your mental health. Financial companies often advertise a form of retirement that emphasizes a life of recreation and pleasure. Americans gladly accept this relatively new idea of retirement and look forward to this lifestyle. Millennials have taken the…

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The Proposed Tax Reform and What It Means for You

Financial planner Brian Cochran joins us to talk about the new proposed tax reform, beginning with today’s current tax structure. He explains the most important changes that could go into effect in the near future, including new tax rules for high-income households and business owners, new tax brackets, and what to know about the child…

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Benefits, Generosity, Succession

Brian Cochran joins the Campbell Law Reporter to discuss the importance of entrepreneurial generosity, beginning with tips for how small business owners can navigate benefits. He advises owners who might be wondering how they can better care for and retain employees to build a culture of generosity by rethinking their benefits packages. This culture of…

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Take Out Equity, Take On Debt

Real estate is of vital importance for a majority of Americans. According to a study by the Federal Reserve from August of 2020, real estate makes up more than half of Americans’ net worth. Considering that the median home price is up 16.2% since then, it’s safe to assume that an even larger percentage of…

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