News & Updates

Estate planning isn't just about documents—it's about protecting the people and values that matter most. In this vlog, Paul Bryer walks through the basics of estate planning and why having a plan in place can bring clarity and confidence for the future.

Could hidden biases be affecting your financial decisions? Watch to find out.

What are Required Minimum Distributions or RMDs? If you are closing in on age 73, you may have heard about this force-out of income from...

On August 1st, Paul Bryer joined Phil Williams on Rightside Radio to break down the basics of cryptocurrency—what it is, how it works,...

The One Big Beautiful Bill (OBBB) passed last week. What does this mean for you? We are going to look at nine (9) items that may affect...

So, how much money is ok to earn on our investments from human trafficking, abortion, pornography, LGBT activism, or other immoral and...

Yesterday, April 10th 2025, Paul had the opportunity to discuss with Rightside Radio's Phil Williams the recent changes in the stock...

So, what's the big deal? We get a quarterly or annual statement with our rate of return on it. It seems ok - or maybe not ok - based on...

Good morning! As we roll into the end of January, with W2's, 1098's, 1099's and other tax documents coming our way (Ok, so maybe tax...

There are so many types of insurance out there. As my attempt at comedy, I like to say you could fill up your entire budget space with insurance - home and auto, liability, life, health, disability, product warranties, mortgage insurance, the list goes on and on. I'll be completely protected, but I might starve to death. So, it begs the question, what insurances do I actually need? It depends. It depends on one's life circumstances and appetite for risk. Let's back it up a st

These are great questions. As to the first, the reality is if you are managing your own budget, saving for the future, figuring out your benefits at work, planning out major purchases, investing on your own, choosing your funds in your 401(k), or something similar, you are already doing financial planning. Financial planning is likely to happen whether we call it this or not. Most everyone I wager usually starts out on their own with self-planning out their finances and just