Charlie Bruss, MS - Financial Advisor’s Post

Take more control of your financial life, with Cash Flow. Connect your accounts and see your income, fixed expenses, spending details, and more. It’s your whole financial world all in one place. Get started today!

As you enter the post-divorce era and embark on new beginnings, don’t forget to take care of these essential housekeeping items to keep your life organized and your financial future on track.

The markets had a strong third quarter despite some economic bumps along the way. Here’s a timely analysis from our chief investment officer about what issues need to be resolved and what it means for investors.

Better financial planning can help lead to positive outcomes beyond the ability to buy nice things — like reduced marital stress, healthy money conversations with family, and more confidence giving to your community. Reach out and let’s talk about a better way to money.

Reach out if you have any questions about how to level up your finances.

69% of people with life insurance are less stressed knowing their loved ones are protected.* Reach out anytime and I’ll be happy to clarify the pros and cons of life insurance for you. *2019 Insure Your Love Consumer Survey, Life Happens

Markets continue to rise, as many investors view a soft landing as a certainty. Chief Investment Officer Brent Schutte shares his view of why challenges remain.

No matter the side you’re on, I can guide you. I’ll show you how Social Security fits into your retirement plan, along with other income options, to maximize your benefit and help you live the life you want in retirement. Let’s connect. Source: ALM | ThinkAdvisor

You can’t buy peace of mind, but feeling financially secure definitely helps. I’m here to help you make sense of your finances to have you feeling comfortable and confident with your money.

The Hispanic community continues to prosper. It's what inspires me to continue creating personalized strategies for clients to help grow their wealth while protecting everything they've worked so hard for. Let’s build your plan. *Ipsos Affluent Study 2015-2020, 2020