Financial Planning

When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Happy New Year! Assuming you’ve recovered from your New Years celebration by now, it’s time to shake off that fog and start the new year off right!

Whether your goals are financial or personal, I suggest these steps: make sure you still want what you thought you wanted, figure out which of your many goals

We all know💩 happens in life. While you can’t stop it from impacting your life, you can prepare for it. Especially with Brio’s help.

Ever wondered how people make money by doing nothing? Learn the inside secrets and why they're so helpful.

Feeling stressed about money? Learn how to manage your emotions surrounding money in our Smarter You Series - Health and Wealth.

If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one or more of

Where do these accounts and policies end up?

Navigating today’s politics and the market at the same time can be the headache of the year. Things can get sticky as the market usually reacts to political

With this year half over, here are a few financial matters to check on.

Try living as a “retiree” for a month or two before you commit to leaving your career.