Blog

What to Do After Putting Your Home in a Revocable Living Trust

Added your home to a revocable living trust? Don’t forget these quick steps to keep your insurance and estate plan running smoothly.

Brian Rood, CFP®, ADPA® | October 15, 2025

The Power of Diversification: Lessons from 2025

Diversification simply means not putting all your eggs in one basket. By spreading your investments across different asset classes and markets, you reduce the impact that any single setback can have on your entire financial picture.

Brian Rood, CFP®, ADPA® | September 24, 2025

Numbers to Keep in Mind for 2025

Going into 2025 there are revised tax rates, contribution limits and other numbers to keep in mind as you plan for your financial future. Here is a description of several limits followed by a downloadable PDF at the bottom.

Brian Rood, CFP®, ADPA®, CCFC | January 3, 2025

Where Should My Next Dollar Go?

When musicians think about their finances they often become frustrated and even overwhelmed. They ask “where should I start” and “will it really make a difference”?

Brian Rood, CFP®, ADPA®, CCFC | January 9, 2024

Money Moves For Musicians Starting Their First Job

After years of practicing around the clock you landed your dream job or first steady gig. Congratulations! Take a moment to enjoy your success! You may wonder, how do you plan for your financial future?

Brian Rood, CFP®, ADPA®, CCFC | January 9, 2024

Why is Long-Term Disability Insurance So Important For Musicians?

It is estimated that one in seven workers will suffer from a long-term disability 5 years or longer before they reach age 65. The likelihood a 20-year old will have a disability lasting 6 months or longer before they reach age 67 is around 30%.

Brian Rood, CFP®, ADPA®, CCFC | January 9, 2024

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