Whiteboard Series

Whiteboard Series: 529 Plans

The boys are back in this week’s Whiteboard video where we discuss the basics of 529 Plans. You’ll want to talk with your financial advisor to determine the best fit for 529 plans in your financial plan–there are a lot of little details that will impact how they might be implemented.     Disclaimer: Nothing on this blog should be…

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Bigger Picture

An Official Logo for All About Your Benjamins

I’ve been at this blog for awhile now, so I decided it was time to get an official logo. It’s taken a little while, but I’m super pumped with the final design. A big thank you to everyone whom provided feedback on the different logos I shared, I really appreciate it!Disclaimer: Nothing on this blog should be considered advice, or recommendations.…

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Mixtapes

Weekly Mixtape for July 21st, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. The weeks continue to fly by, and I’m making sure to enjoy each day, regardless of what it might bring. How are you tackling each day? This week ended with a little bit of excitement…

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Baby Boomers, Bigger Picture, Financial Planning, Millennials

My Guest Post on The Backcourt Report

Social media, specifically Twitter, has been instrumental in the success of RL Wealth Management. It may come as a surprise, but the impact on my firm has not been attracting clients, but it has been the opportunity to connect with other like-minded advisors across the country. As a solo advisor, being able to network with advisors helping change the landscape…

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Bigger Picture, Financial Planning, Millennials

A New Breed of Advisors

“And if someone chooses a different wealth management firm because this whole squad’s rockin’ Nikes and New Balance, then frankly, we’ve dodged a bullet. That’s the wrong client for us. We want to work with people who are talking to us for the right reason – wealth management, investing expertise and true financial advice.”     -Josh Brown Amen.   It’s always…

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Mixtapes

Weekly Mixtape for July 14th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Keeping it short and sweet this week…here’s this week’s mixtape.

Whiteboard Series

Whiteboard Series: Estate Planning

In episode #9 we’re taking a break from investing and discussing an important topic in every Millennial family’s financial plan–estate planning. In order to get the proper documents in order you’ll need to consult a estate planning attorney, but hopefully this week’s video will help you gain a better understanding of what you might need, and why. In addition to…

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Mixtapes

Weekly Mixtape for July 7th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. I hope your holiday weekend and shortened work week were great! We had a blast for the 4th (pun intended!); we went back to the small town in Western Pennsylvania where the majority of my…

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Mixtapes

Weekly Mixtape for June 30th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Is it really June 30th? It’s hard to believe we are halfway through the year–time to pick it up if you’re behind schedule on your goals. This week was the West Coast version of the…

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Whiteboard Series

Whiteboard Series: Wash Sales

In episode #8 we cover wash sales; this is a continuation of the tax loss harvesting conversation in the last Whiteboard episode. As I did prior to episode #7, I’m going to recommend consulting your financial advisor and/or tax professional if you are worried you may violate the wash sale rule. We’re dealing with taxes and important details with tax…

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