Latest Posts

How to Stop Subconsciously Sabotaging Your Financial Goals

by Brandon Miller on Oct 18, 2023

Lifestyle, Investments, Finance, Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

by Brandon Miller on Sep 6, 2023

Investments, Finance, Lifestyle, Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.

How to Boost Your Financial Literacy: 5 Simple Tips for Success

by Brandon Miller on Jul 5, 2023

Finance, Education

How to Boost Your Financial Literacy:  5 Simple Tips for Success

Presented by Brio Financial Group

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone.1

Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. 

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.  Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place.

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