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Thursday, April 16, 2026

Many of our client relationships begin with a simple introduction. Here’s how you can help someone you care about connect with us.

 

Tuesday, March 31, 2026

Thinking about how to shield family wealth after you’re gone? Read our new article to learn how a step-up in basis can help preserve more of what you’ve built.

 

Tuesday, February 24, 2026

Curious about values-based financial planning? Explore these practical tips from Premier Planning Group.

 

Thursday, January 29, 2026

Stay ahead in 2026 with thoughtful, tax-efficient strategies for affluent families.

 

Tuesday, November 18, 2025

Happy Thanksgiving! It’s been a meaningful year, and we’re taking time to appreciate it all. Here are a few ways to find gratitude this season.

 

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Thursday, November 13, 2025

Market ups and downs are normal. Here’s how to shield your retirement while staying confident.

 

Friday, September 26, 2025

Considering a 401(k) rollover into an IRA? Discover the advantages and drawbacks of Traditional versus Roth IRAs.

 

Thursday, August 7, 2025

Got pre-retirement planning questions? Our latest article shares key insights to help you prepare confidently for the future.

 

Wednesday, August 6, 2025

The One Big Beautiful Bill Act (along with its 900+ pages of sweeping change) was signed into law. What does it mean for your financial plan? Find out here.

 

Friday, July 25, 2025

Q2 was anything but quiet; tariffs, conflicts, and economic pressures stirred the markets. Our latest Market Update breaks it all down.

 

Monday, June 23, 2025

Don’t let taxes eat into your golden years! Our new guide breaks down the essential tax-efficient retirement strategies you need to know. Take control of your financial future and maximize your income in retirement.

 

Wednesday, June 4, 2025

Are you leaving potential tax savings on the table in your retirement accounts? Our new article shares insight into Roth conversion benefits, explaining how this strategy can be a game-changer for your wealth management. Discover if a conve

 

Wednesday, April 16, 2025

The key to our accomplishments? You! Learn why wealth management referrals are the heart of our business and how your belief in our services allows us to help more individuals and families.

 

Thursday, March 20, 2025

Don’t be caught off guard! Get the inside scoop on 2025 Social Security updates.

 

Tuesday, February 4, 2025

Feeling overwhelmed by taxes? Our article helps affluent families navigate the complexities of tax planning in 2025.

 

Tuesday, February 4, 2025

Keeping track of tax documentation is crucial for pain-free filing. This checklist can keep your reports and forms in order.

 

Friday, December 13, 2024

Technology continues to drive market growth and investment. Read our perspective on exciting investment opportunities for the coming year.

 

Thursday, November 21, 2024

Curious about the actual costs of long-term care in Maryland? Discover what you need to know to prepare for the future.

 

Tuesday, October 15, 2024

Have you heard the news? Many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire in 2025. And unless Congress steps in, many of these changes will sunset on December 31, 2025.

 

Monday, September 23, 2024

Curious about how the latest election results could impact your investments? Let’s break down what it could mean for your financial future.

 

Friday, August 9, 2024

You don’t need to outsmart the market to be a successful investor. Read our latest article to learn the secrets to steady, long-term growth.

 

Thursday, July 18, 2024

Getting ready to retire? Explore the various phases of retirement planning and pave the way for a stable financial future.

 

Friday, June 28, 2024

Investors are always looking for strategies to potentially boost their profits. Some might consider illiquid alternative investments a viable choice.

 

Wednesday, May 15, 2024

Ready to expand your potential for wealth? Explore three strategies to cultivate a wealth mindset and pave your path to prosperity.

 

Tuesday, April 16, 2024

Ready to optimize your retirement assets with smart withdrawal strategies? Make the most of your savings during retirement.

 

Tuesday, March 26, 2024

Ready to stop overpaying on taxes? Discover the top overlooked tax deductions that could save you big this tax season.

 

Friday, February 9, 2024

Curious about your Medicare plan? Learn how Premier Planning Group can help you choose the best plan for your healthcare needs!

 

Tuesday, January 23, 2024

Gear up for financial success in 2024! Review your financial plan and feel confident you’re on track for the new year.

 

Wednesday, December 20, 2023

Are you in the Retirement Red Zone? Discover the riskiest time in retirement and learn how to navigate it wisely.

 

Monday, November 6, 2023

Inheriting a windfall can be both a blessing and a responsibility. Learn the steps to take with inheritance to pave the way for your future.

 

Wednesday, September 27, 2023

Don’t miss out on the opportunities of tomorrow—start investing today and stabilize your financial future.

 

Wednesday, August 9, 2023

Struggling with College Savings Goals? Check out my latest blog post "5 Steps to an A+ Your College Savings Goals" for tips on securing your financial future.

 

Saturday, July 22, 2023

Want to leave a lasting legacy? Read these 4 steps to learn how to successfully transfer your wealth to future generations.

 

Monday, June 19, 2023

If education is the key to financial success, here are 3 things about money I wish I knew when I was younger.

 

Saturday, May 27, 2023

Safeguard your financial future by exploring the best Social Security claiming strategies for single, divorced, and widowed women.

 

Wednesday, April 26, 2023

Annuities are in right now. Discover why they are the go-to choice for smart investors!

 

Monday, March 27, 2023

Want to lower your tax liability and give to charity? Consider a qualified charitable distribution. Here’s what you need to know.

 

Tuesday, March 14, 2023

Two major banks collapsed in three days. Here’s what consumers need to know about safeguarding their savings.

 

Wednesday, February 8, 2023

If 2022 left you insecure when it comes to your investments, check out these 4 investment trends to watch for in 2023.

 

Friday, January 13, 2023

Are you a dreamer or a planner? At PPG, our planning services can help make your financial dreams a reality. It’s what we do best.

 

Wednesday, January 4, 2023

Don’t wait to get your 2023 finances in order. Find out how you can jump-start your financial plan today!

 

Wednesday, October 26, 2022

Have you recently retired? Read about these common mistakes that usually happen within the first 10 years of retirement so you can avoid making them yourself!

 

Wednesday, October 12, 2022

Medicare Open Enrollment is here! In this post, we share everything you need to know about signing up.

 

Friday, September 16, 2022

The IRS doesn’t make the tax code simple, but we do. Our three-color system can clarify your finances and help you pay less taxes in retirement.

 

Thursday, August 11, 2022

Are you falling behind on retirement savings goals? Here is why putting off retirement isn’t always the answer.

 

Monday, July 25, 2022

Are you a federal employee who wants to know more about the thrift savings plan? Learn all about your TSP today!

 

Tuesday, June 21, 2022

Don’t leave all your retirement eggs in one basket. Learn more about Social Security’s role in your retirement plan.

 

Monday, May 23, 2022

If you’ve benefited from our services, we’d love to help someone you care about as well!

 

Tuesday, April 12, 2022

Don’t let procrastination get in between you and a solid financial plan. Here are 5 reasons why you should start planning today.

 

Wednesday, March 9, 2022

Do current events have your stomach in knots? Here’s what you need to know about the Russia-Ukraine crisis and what it means for your money.

 

Saturday, February 19, 2022

Retiring soon? Here are three mistakes people make with their savings during retirement.

 

Thursday, February 10, 2022

In need of creative solutions for your retirement plan? Learn more about Brion and the award-winning work he does at Premier Planning Group.

 

Wednesday, June 3, 2020

Hi and thanks for tuning in again for my weekly thoughts! Everyone you and I have ever met has been affected by the coronavirus. My extended family in Carbondale, IL, the Ravens, the folks I met in Croatia while traveling. It’s...

 

Wednesday, May 27, 2020

Hello and thanks for joining me for my weekly thoughts! Life has changed; how do we adapt without losing sight of what we want to achieve? As you’ve heard me say before, no one knows how the future will play out, but we should...

 

Tuesday, May 19, 2020

I hope you’re safe and well. It’s been weeks since we had to change our normal day-to-day conditions and, like many, I'm feeling the strain of upended life. How about you? Are you ready to venture out again? I thought...

 

Friday, May 17, 2019

Are you in or nearing retirement? Are you feeling underprepared or overwhelmed? Guess what?! You're not alone. Everyone wants to be the couple above in retirement, relaxing with cucumber masks and green juice in hand, but many people...

 

Monday, April 22, 2019

No matter how successful you may be, it’s essential to remember that there are always people around you who are struggling. Whether it be medically, financially, mentally, or emotionally – struggle is a constant numb pain...

 

Thursday, March 28, 2019

CNBC shared some helpful and timely tips. Whether you hold a 401(k) or an IRA, if you turned 70½ in 2018, you have until April 1 to take your first required minimum distribution, or RMD, from this account. Failure to take the...

 

Tuesday, March 19, 2019

There are some write-offs you may not have known about and could apply to your situation. Expenses such as the cost of a wedding location or fixing up a historic home can be deducted — depending on the circumstances. The...

 

Friday, March 15, 2019

Q: Does the penalty for using health savings account money for non-medical expenses disappear entirely at age 65? Does that mean I could withdraw the money after age 65 for a vacation and just pay taxes on the money, like I would with...

 

Friday, March 15, 2019

The NCAA Division I men’s basketball tournament—better known, along with the women's tournament, as March Madness—is one of the most exciting sporting events on the calendar. From Selection Sunday (March 17) to the...