Financial Wisdom - Blog

  • Drum Roll…The S.E.C.U.R.E. Act Part II

    Drum Roll…The S.E.C.U.R.E. Act Part II

    Let’s pick up from Part I and not let this S.E.C.U.R.E Act party end too soon! Use of 529 plans for apprenticeship and up to $10,000 of student loan debt repayment. Previously, 529 plan funds could not be used to …Read More »
  • Retirement Planning – The Basics – Part 4

    Retirement Planning – The Basics – Part 4

    Today we are outlining how to come up with a basic retirement plan. Starting with “what it costs to be you” at retirement and working backwards to figure out how much you need to be saving today to be on …Read More »
  • Getting Acquainted with The S.E.C.U.R.E Act – Part I

    Getting Acquainted with The S.E.C.U.R.E Act – Part I

    On Dec. 20, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE). This Act was added as Division O to the Further Consolidated Appropriations Act, 2020 (H.R. 1865).  With any luck, my retirement job …Read More »
  • Angle Over Force

    Angle Over Force

    So I’m out shoveling the driveway a few days before Christmas.  This wasn’t the fun, freshly fallen snow that you plow aside with an easy rhythm.  This was the “I didn’t wake up to snow blow” snow that you drove …Read More »
  • Happy New Year!

    Happy New Year!

    So many things to be thankful for, including and especially everyone reading this Happy Hour post each week. 🙂  Happy Friday and Happy New Year from the Imrich Family! Read More »
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Local Wisdom - Podcast

  • Bright Side Sweets’ Dynamic Baking Duo | Episode #8

    Bright Side Sweets’ Dynamic Baking Duo | Episode #8

    On today’s episode we welcome the powerhouse baking duo Jennifer Check and Christine Bernhardt the owners of the gluten free bakery Bright Side Sweets.  We discuss friendship and business,  favorite baked goods and so much more.   Make sure to stay …Read More »
  • Get Ready, We’re Talking Disney | PubGPS Episode #7

    Get Ready, We’re Talking Disney | PubGPS Episode #7

    Today I am joined by Sarah Canzano who is a certified Mouse Counselor!  Sarah’s passion for helping families make the most of their Disney experience rings proudly throughout our conversation today. We discuss how she got into this awesome line …Read More »
  • Bit of Brian Wisdom | PubGPS Minisode

    Bit of Brian Wisdom | PubGPS Minisode

    No guests this week, but in their place is the best gift of all…two pieces of Brian’s wisdom! The first involves not “marching toward the weekend” and making the most of the forgotten time during a busy work week.  The …Read More »
  • The Perfect Granola | PubGPS Episode #6

    The Perfect Granola | PubGPS Episode #6

    Today, I am joined by Michele Liddle the founder of The Perfect Granola company.  Michele and I discuss her background, family life and then the amazing work being done at her company.  Michele founded The Perfect Granola in 2016 and …Read More »
  • Victor Doodle Bugs Main Man Himself | PubGPS Episode #5

    Victor Doodle Bugs Main Man Himself | PubGPS Episode #5

    Today I am joined by Mr. Herb Ego who started the Victor Doodle Bugs childcare center with his wife Karen in 2012.  Herb and I discuss his story and how he came to land in the Rochester area.  From there, …Read More »
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