Brian Tillotson, Author at Southlake Financial Planner | Wealth Manager I Financial Advisor

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November 26, 2019
Baby Boomers

Myth Busters: The Baby Boomer Generation

My last Myth Buster article discussed the myths of the millennial generation.  Today I would like to discuss the myths […]
November 19, 2019

Myth Busters: Millennials and Finances

To continue my series on myths in wealth management, I wanted to focus on the millennial generation (those born between1980 […]
October 28, 2019

Myth Busters: Income Taxes

The next topic in our series of myths in wealth management is regarding income taxes.  Who doesn’t want to pay […]
October 24, 2019
Busting Myths - Estate Planning

Myth Busters: Estate Planning

We recently introduced a new series on myths in all aspects of wealth management.  The first of the series was […]
August 30, 2019
Fake News - Recession

Recession or Fake News?

The media is throwing out the recession word again.  At first I thought ‘I wonder how much more viewers those […]
July 16, 2019

Ethical Wills – The Gift That Keeps Giving

My dad passed away on July 27, 2003. It seems like just yesterday in some regards but so long ago […]
May 10, 2019
Five Things I Wish I Knew Before I Started My Own Business

Five Things I Wish I Knew Before I Started My Own Business

In honor of Small Business Week, I have been asked to write down some thoughts on my journey as a […]
March 18, 2019
5 Myths of Investing

Myth Busters: Five Myths of Investing

I’m introducing a new series today called Wealth Management Myths. The first of the series will be regarding investments. Here […]
March 27, 2018

Medicare Premium Increases for 2018

When I watch the news, I see plenty of coverage about how the 2017 Tax Cuts and Jobs Act will […]
March 14, 2018
Volatility Can Be Your Friend

Volatility Can Be Your Friend

We often receive calls during times like early February 2018 when the market drops significantly. In many cases, it is due […]