Brian Cochran, Financial Planner | CFP® | CKA®

The Challenge of Our Current Housing Market

If you’ve considered buying a home in the past year, you’ve undoubtedly discovered that the housing market is in a less-than-ideal state, to put it mildly. Prices are up, interest rates are high, and many families are being priced out of the market for homes they might have easily purchased just a few years ago….

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Caring for Aging Family Members

Do you have a plan in place for aging? In this video, the first of a three-part series, Brian Cochran joins care manager Susan Stuart to discuss the importance of getting your affairs in order, how to choose a care team, and how to minimize uncertainty around life’s greatest inevitability.

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Preparing Executors and Trustees

Who will be responsible for your money after you die? Is there a plan for ensuring your family is cared for? In this video, Brian Cochran meets with estate attorney Curtis Vernon to discuss the process of naming an executor, simplifying your resources, and deciding who should handle the details of your estate.

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Being a Wise Steward of an Inheritance

Inheriting wealth can change your life dramatically. Are you prepared to steward those resources wisely and responsibly? Brian Cochran and Cole Leonida discuss ways individuals can better prepare their family members for a lifetime of healthy money habits, and how young people can ready themselves for the future.

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Today’s Top-Heavy Market

If you’ve been keeping an eye on market news this year, you may have noticed the trendline for the S&P 500 looks a bit different than what you’re probably seeing on your investment returns. You might also be a bit confused about what direction things are heading. Despite talk of recession and the failure of…

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