by Bradford Gilliam | Jul 24, 2026 | Budget, Travel
July is coming to an end, and maybe you are sitting on the beach as you read this. I hope that you have not waited until now to plan how you are going to pay for this wonderful trip. Instead, you should use this relaxing time on the beach or drive back up the...
by Bradford Gilliam | Jun 11, 2026 | 50s, 60s, Purchases
While booking a hotel for an upcoming trip, I was reminded that most of our credit cards and memberships provide us with discount opportunities to save on activities we were already going to do. Once I went down the rabbit hole for this small trip, I ended up saving a...
by Bradford Gilliam | May 1, 2026 | Current Events, Investments
The end of March did not produce an exciting account summary for most investors stemming from the events in Iran and the global reactions that followed. Our encouragement to clients was to tune out the noise of the news and to not try to time the markets. The...
by Bradford Gilliam | Mar 20, 2026 | Young Families
The first Trump accounts are quickly approaching, starting July 5, 2026. While the full details are too much to cover here, below are a few details we can help you with today. What are Trump Accounts? A Trump Account is a traditional IRA established for a...
by Bradford Gilliam | Feb 6, 2026 | Financial Planning
Social media influencers and news outlets often broadcast their ideas to the world without adding the caveat that the strategy they are discussing is not ideal for every individual. Below are some bits of advice I’ve seen over the last several weeks as an approach to...
