Brian W Thoms, CFP, CRPC, APMA

09/07/2026

Wishing you a safe and enjoyable Labor Day!

09/04/2026

As a small business owner, planning for your own retirement deserves attention, too.

A SEP IRA may offer a way to save for retirement while providing flexibility for your business. Let’s connect to discuss how a SEP IRA could fit into your overall retirement strategy.
https://bit.ly/4A214J8

08/31/2026

Today is Eat Outside Day, and I think it's a habit worth keeping long after today.

If the weather is nice, take your lunch outside. Get some fresh air, soak up a little sunshine, and step away from your responsibilities for a few minutes. Sometimes the best reset for your day is as simple as changing your scenery.

Who knows? It might just become your favorite new lunchtime tradition.

08/28/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

08/26/2026

Strategic planning isn’t just for businesses—it’s for life.
From retirement to taxes, education, and estate planning, having a comprehensive financial strategy can help guide your biggest decisions. Let’s build a plan that’s tailored to your goals.
https://bit.ly/4iwz1uJ

08/24/2026

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you.

Find out how to address your health care needs in the event of a coverage gap.

08/21/2026

On World Senior Citizen Day, lets talk statistics.

According to recent Ameriprise research, 39% of couples say they haven't yet figured out how they'll recreate their paycheck in retirement.

Retirement isn't just about reaching a certain age—it's about having a strategy for the years that follow. Taking the time to think through income, spending, and long-term goals can make a meaningful difference as you head towards celebrating your own Senior Citizen Day.

Source: Ameriprise Couples, Money & Retirement research.
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08/18/2026

Whether you’re preparing for retirement, growing your wealth, or navigating life changes, I am ready to help you find confidence in your financial future.
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08/14/2026

It's Financial Awareness Month—a good reminder to check in on your finances.

You don't have to make big changes. Sometimes simply reviewing where you are and making sure your plan still reflects your goals is enough.

If it's been a while since we've connected, let's catch up.
https://bit.ly/4wmcgwR

08/12/2026

Would you rather double a penny every day for 31 days or receive $5 million? Don’t underestimate the power of compounding.

https://bit.ly/4xFbBYH