The Financial Brothers

The Financial Brothers Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help

COVID-19 has hit many families hard. Here's what you can do to help ease the financial stress you may be feeling as a re...
10/31/2020

COVID-19 has hit many families hard. Here's what you can do to help ease the financial stress you may be feeling as a result.

Beginning in February and March 2020, America, Canada and Europe locked down cities, closed businesses and halted travel amidst the onset of COVID-19....

Here is a list of five steps to follow if you've been named the executor of an estate.
10/30/2020

Here is a list of five steps to follow if you've been named the executor of an estate.

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for th...

$192,000... No it's not the price of a home, it's how much debt medical students graduate with on average. If you're a h...
10/30/2020

$192,000... No it's not the price of a home, it's how much debt medical students graduate with on average. If you're a healthcare professional looking to tackle your student loan debt and other financial goals, here are a few things to look for when searching for an advisor.

Medical school students graduate with an average student loan debt of $192,000, according to a 2017 survey.1 And with a demanding career ahead of them...

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this ti...
10/29/2020

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the opt...

Market psychology refers to the natural reaction you have towards your investments. And in some cases, it can be detrime...
10/11/2020

Market psychology refers to the natural reaction you have towards your investments. And in some cases, it can be detrimental to your portfolio. We've rounded up our top 3 tips you can use to help overcome market psychology.

Market psychology is the prevailing sentiment of investors (both buyers and sellers) at any point in time. This term is often used to explain sudden m...

Ever heard of the acronym K.I.S.S? Keep It Simple… well, you get the point.What can you be doing right now to make your ...
10/10/2020

Ever heard of the acronym K.I.S.S? Keep It Simple… well, you get the point.

What can you be doing right now to make your finances streamlined & simple in retirement?

You asked, and we answered with this quick read.

We spend practically all our lives preparing for our retirement, but when the time comes, the nagging concern and worry doesn’t necessarily disappear.

As you work with your financial planner to create a withdrawal strategy throughout retirement, you’ll want to consider t...
10/07/2020

As you work with your financial planner to create a withdrawal strategy throughout retirement, you’ll want to consider the differences between two of the most popular strategy types: systematic withdrawal and the bucket approach.

You’ve spent years diligently planning, preparing and strategizing for retirement. But when the time finally comes to retire, do you know what to do n

Systematic or bucket… Which is the right retirement strategy for you?We’ve answered your biggest questions about these p...
10/05/2020

Systematic or bucket… Which is the right retirement strategy for you?

We’ve answered your biggest questions about these popular retirement strategies in this quick guide. Go ahead and give it a read as you work with your trusted financial partner to determine which may be right for you.

You’ve spent years diligently planning, preparing and strategizing for retirement. But when the time finally comes to retire, do you know what to do n

Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the ...
10/05/2020

Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.

S*x, lies and accusations of corruption - no election year is complete without them. And while the 2020 election has proven to be one of the most cont...

According to the American Institute of Stress, money is the  #2 stressor amongst adults in America.With retirement being...
10/02/2020

According to the American Institute of Stress, money is the #2 stressor amongst adults in America.

With retirement being one of the biggest financial events in anyone’s life, it’s no wonder most of us experience stress surrounding this stage in life.

While you’re working to prepare and stick to a solid financial plan, these 7 tips can help you stay focused and reduce stress surrounding your retirement.

Saving for retirement can be stressful, especially if you’re feeling as if you didn’t plan the right way. According to a Schwab Retirement Plans surve

10/02/2020

We don’t want you to be part of the 50% of Americans that will struggle financially in retirement, which is why we're always on the lookout for new wa...

If you're a little behind on retirement savings, don't panic. Here's three ways you can catch up and bulk up your accoun...
09/30/2020

If you're a little behind on retirement savings, don't panic. Here's three ways you can catch up and bulk up your account.

Fact: According to the U.S. Government Accountability Office (GAO), over half of all Americans 55 years or older have no retirement savings.1 Among th

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