Latest Posts

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

by Brandon Miller on Jan 16, 2024

Investments, Finance, Savings, Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.
black iphone 5 beside brown framed eyeglasses and black iphone 5 c by Dan Nelson courtesy of Unsplash.

Be on the Lookout for Online Scams

by Brandon Miller on Nov 29, 2023

Money
While the spooky season is officially over, there are still a lot of threats out there to be mindful of as scammers don’t take a holiday. According to the latest data, total losses reported to the FBI’s Internet Crime Complaint Center (IC3) increased a whopping 84% in 2022 to $3.1 billion. This may be just the tip of the iceberg.

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.

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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