Brown & Stromecki

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

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Financial literacy impacts not just individuals, but entire communities. Read Kevin Cohee's insights on empowering through finance. https://t.co/Rb14XDI9mu

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Yes, you can work and receive Social Security benefits—but how much you earn affects how much you get, depending on your age. To learn more about what is considered earned income, give us a call.

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Should you put your assets in a trust? Trusts can offer more control, privacy, and smoother asset transfer, but they’re not the right fit for everyone. Understanding the pros and cons can help you decide if a trust is the best option for your estate plan. #EstatePlanning #Trusts

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Don’t let your beach get-away steal the spotlight from your long-term financial planning.

Ignoring retirement planning now could mean scrambling later. By building a solid financial plan early, you're gifting yourself decades of peace, purpose, and possibility.

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September is National College Savings Month, and it’s a reminder that education costs often arrive sooner than we think. Even small, consistent steps today can shape the choices available for tomorrow’s students.

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Daily inspiration.

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September 5th is International Day of Charity. Philanthropy doesn’t always mean writing a large check—it can also mean time, talent, or smaller gifts that add up. If giving back is part of your values, let’s explore how it can be built into your financial strategy.

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We don’t make investment decisions in a vacuum—our psychology plays a big role. Biases like fear of loss, chasing what’s “hot,” or being overconfident can all cloud judgment. Let’s unpack a couple common investing biases and how to avoid them.

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Life insurance often enters the conversation during big life transitions—starting a family, buying a home, or growing a business. Life Insurance Awareness Month is a reminder that it can be just as important in times of stability as it is in times of change.

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Daily inspiration.

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Hard work deserves recognition—on Labor Day and every day.

Whether you’re building a business, a career, or a legacy, we see the effort behind the outcome.

Enjoy the rest. You’ve earned it.

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Many business owners don’t think about exit planning until they’re ready to leave. A good exit strategy isn’t a last-minute decision—it’s a multi-year process.

You don’t need to be ready to exit. You just need to be ready to start planning for it.

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Rising costs can erode retirement income faster than expected. Healthcare, housing, and everyday expenses may increase significantly over time. This doesn’t mean predicting every detail but building flexibility into your withdrawal strategy and investment approach.

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When you or your spouse start a new job, it’s a good moment to review your benefits package.

A change in employment often opens new options—and potentially better ways to balance coverage and savings.

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Whether you're juggling assignments or tackling work deadlines, boosting productivity is all about working smarter—not harder. Here’s a curated mix of practical tips to help you stay focused and efficient.

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Daily inspiration.

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Hurricane season brings urgency to having accessible funds.

If you haven’t reviewed your emergency savings recently, now is the time to ensure it aligns with potential risks and your current lifestyle.

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Knowing when to ask for a raise is as important as knowing how to ask. Consider negotiating after you’ve delivered clear, measurable results or taken on new responsibilities. The right timing can increase the chances of a productive conversation.

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Retirement isn’t one static period—it has distinct phases that shape your financial approach.

Planning for each phase helps create a sustainable strategy that balances spending while preserving assets for later needs.

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Annuities come in several types, each with distinct features. Choosing the right annuity depends on your goals, risk tolerance, and retirement timeline.

Wanting to learn more about annuities? Send us a message!