Financial Planning
Responding to Stress
Stress is completely unavoidable in the world today. We are living through a period of heightened uncertainty and change. As financial advisors, our job is to help people make wise decisions with their resources, no matter what the circumstances. This critical role becomes more complicated during periods of amplified stress (positive or negative). To better…
The Heart of Financial Matters in Marriage
Matthew 6:21 says, “Where your treasure is, there will your heart be also.” Financial Planner Brian Cochran talks to us about the connection between your beliefs and money, how to discuss money in a marriage, and why a financial advisor can be a good money marriage counselor. Any opinions are those of Brian Cochran and…
Staring into the Depths of Debt
January is here, which means Christmas is over. But debt still lingers long after the bells stop jingling. John Moore Associate’s Brian Cochran discusses how to look at debt, how you can mitigate it, and why borrowing isn’t a sin. Any opinions are those of Brian Cochran and not necessarily those of Raymond James….
The SECURE Act: Who Does it Affect?
The new decade brings with it new laws. Congress passed the SECURE Act in late December, which includes many impactful reforms for retirement plans, along with a few ancillary tax updates and extensions. The SECURE Act will touch most American families in one way or another. Rather than try to relay all of the changes…
The Risk of Doing Nothing
“The price of inaction is far greater than the cost of making a mistake.” -Meister Eckhart I was recently asked, “What is the most common mistake you see when advising families with their personal finances?” I thought back on all the wild decisions and unusual behaviors I’ve witnessed over the years. While many of those…