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Blog

Man cleaning floor in restaurant
Brett Machtig | Jul 6, 2021

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Brett Machtig | Jul 5, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Yellow Volkswagen van on road in desert
Brett Machtig | Jul 2, 2021

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Three women laughing in a park
Brett Machtig | Jun 29, 2021

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Elderly person holding a stress ball
Brett Machtig | Jun 28, 2021

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Businessman using a laptop and smartphone
Brett Machtig | Jun 25, 2021

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Young professional women in a meeting
Brett Machtig | Jun 22, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Vintage white car with tan interior
Brett Machtig | Jun 21, 2021

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Happy elderly couple holding yellow flowers
Brett Machtig | Jun 18, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Brett Machtig | Jun 14, 2021

The Basics of Paycheck Protection Program Loans: Round Two

Finance

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

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Happy couple sitting in a park with their dog
Brett Machtig | Jun 11, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Brett Machtig | Jun 7, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Securities offered through United Planners Financial Services, member FINRA / SIPC. Advisory Services offered through Capital Advisory Group Advisory Services LLC. Capital Advisory Group Advisory Services LLC and United Planners are independent companies.

Brett Machtig, Roger Anderson, Todd Morris, Mark Foreman, Michael Ruggieri, are registered to conduct securities business in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington or Wisconsin. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. CA License #0B33199

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