ABOUT US

Hi, and welcome to finance-abcs.com.  My name is Brian.  For now, it’s just me, but who knows what the future will bring.

A bit about me….I’m a retired finance and technology professional.  Over the course of my career, I’ve had the opportunity to work in 401(k) record-keeping, defined benefit plan investment management, mutual fund portfolio management, trading and compliance, and personal investment management with a focus on planning and guidance.  

I was an English major in college, my parents were both teachers and I always saw myself becoming a teacher.  While I never landed there as a career, I spent some time teaching personal finance topics through various volunteer opportunities. 

What became clear to me is that there is a huge gap between the skills and knowledge each and every one of us needs to manage our financial lives, and the formal training that we’ve received.

As I mentioned,  I’m retired.  I’m not getting paid to promote, I don’t sell anything, and if I recommend a product, it is because I use it and feel strongly that it is worthwhile.  I do not give investment advice.  I won’t give you winning stock picks or help you beat the market.  I will try and explain how things work so that you can make informed decisions to improve your financial life.

We’ll focus on 4 key areas:

1. Budget & Saving – Build a budget and develop strategies to help put money aside on a regular basis to create an emergency fund, shore up your budget and allow you to invest for your future.

2. Investing –  we’ll discuss the basics of financial markets, stocks, bonds, mutual funds and ETFs.  What are they, how they work, and how to use them to your advantage.

3. Protecting Your Wealth – You’ve worked hard to build wealth.  Learn how to protect it from scammers and others who want to get their hands on it.

4. Financial Products – bank accounts, credit cards, 401k, IRA, Loans – what are they and how do they work?  How can you take advantage of the many benefits and avoid the traps and pitfalls?   

Finally, I’m hoping to build a community and start a conversation.  Hopefully you’ll find these posts helpful and I hope you will participate by posting your own thoughts, comments and questions. 

If you’d like to learn more about my background, you can check me out on LinkedIn.