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David Brinkman

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Happier With An Advisor

Learn why working with financial advisors can lead to higher levels of happiness.

Financial Boot Camp Series: To Refi or Not to Refi, That Has Been the Question

Learn more about the Home Refinancing Process and what key factors play into if it is a lucrative idea in today's market.

Financial Boot Camp Series: Maximizing Gifting and Charitable Impacts

Better understand financial planning as it relates to gifting and charitable aspirations while utilizing tax-deferred assets for gifting intentions.

Financial Boot Camp Series: Is Your Estate in Proper Order?

Estate planning is the process of identifying one’s assets and providing clear instruction for who receives what assets, when they receive it, and
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Financial Boot Camp Series: Asset Location

Learn more about asset allocation and asset location which are two financial planning concepts every successful investor should know.

Financial Boot Camp Series: Behavioral Investing Challenges

Learn more about several investor biases including the herd mentality and mental accounting.

Easing Financial Fright with Sweet Advice

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. As our thoughts turn to pumpkins, candy, and costumes,

The Stages of Wealth - Wealth Accumulation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Over the last series of articles, we have highlighted
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The Stages of Wealth - Wealth Creation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. In our May article, we laid out some basic personal

The Stages of Wealth

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Although everyone’s situation is different,
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