Brian Weber, Financial Services Professional

01/29/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

01/27/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

01/24/2026

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

01/22/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

01/20/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

01/17/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

01/15/2026

Paying full price for college can sabotage your retirement!

Meet the Hemlocks: Ryan, 43, a local businessman, and Lisa, 39, a middle school teacher, and their two children: Emma, 14, and Jack, 11.

Ryan and Lisa started saving for college early, but their plan was scattered: a 529 here, a savings account there, without looking at the big picture.

By the time Emma reached 9th grade, the looming college tuition bills felt real, and the cracks in their approach to fund college began to to appeared:

• Ryan’s business growth stalled due to funds tied up for college
• Retirement contributions fell behind
• Tax planning opportunities were missed
• Family goals, like vacations, got smaller and emergency savings shrank

After working with a financial professional who understands the college funding landscape, the Hemlocks:

✅ Reviewed their full financial picture - income, assets, debt, benefits, retirement, and education funding

✅ Learned how to align income and assets to potentially lower their future Student Aid Index (SAI), reducing actual costs

✅ Strategically began to narrow down colleges based on true net cost, not sticker price

✅ Developed a plan that coordinated all of their family's goals

The result?

Ryan and Lisa feel a lot more confident in their ability to fund college for Emma and Jack without sacrificing everything they’ve built and they're looking forward to living out the retirement they've always discussed.

College is temporary. Your retirement and future goals shouldn’t be.

Strategy moves the needle - savings alone often aren’t enough.

If you’re curious how to fund college without compromising your future, let’s have a conversation.

-Brian

01/15/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

01/13/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

01/12/2026

The College Funding Math That Drives Families Crazy!😡

Two families + Same income + Same savings + Same schools
Does NOT always = the same cost of college

One family may face significantly higher costs than the other.

Why?

Because planning and understanding the options matters - it’s not luck, it’s preparation.

💡 Key points:

🔹 Strategic school selection can make a big difference
🔹 Asset positioning before FAFSA/CSS Profile can influence aid
🔹 Private scholarships & state programs = additional opportunities many families overlook
🔹 Appeals & professional judgments can unlock more options
🔹 Developing a plan (not just opening accounts) helps leverage time, costs & funding options

⏳ And even being a bit late doesn’t mean there are no options, it just means we need to get to work right away to leverage what can still help.

💬 Which family do you want to be?

✉️Let’s connect for a free consult and stress-test your family’s current college plan...

Talk soon,
Brian

01/10/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

Quarterly Market Insights | January 2026 U.S. and Canadian Markets U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown. The Standard & Poor’s 500 I...