Resources

Helmer Team

Tax Planning

5 Ways the New Tax Bill Could Impact Your Wallet

Discover how the One Big Beautiful Bill may impact your taxes, benefits, and more.

Bruce Helmer

Sep 1, 2025

Man looking at a smartphone while pulling a suitcase behind him while he walks.

Financial Planning

Managing Cashflow Is Like Planning a Summer Vacation

Learn five essential tools for travelers and investors alike to create a stable and well-rounded financial plan.

Bruce Helmer

Aug 16, 2025

Businesses

Exit a Business or Equity Position Without Regret

Explore the complexities behind exiting a business or equity position, and 10 key steps to make sure your exit is without regret.

Bruce Helmer

Aug 2, 2025

Financial Planning

What To Do With a Financial Windfall

Learn key strategies to make your financial windfall last—from paying debt to creating a meaningful legacy—and improve your long-term financial stability.

Bruce Helmer

Jul 19, 2025

Young mother playing with her toddler child.

Financial Planning

The Pursuit of Happiness

Learn five key strategies to help you pursue financial happiness—from saving to investing, so you meet your financial independence goals.

Bruce Helmer

Jul 5, 2025

Media appearances

CBS MoneyWatch: Difference Between an IRA and 401k

While an IRA and 401k are similar, there are some key distinctions you should know about. Bruce Helmer discusses how they are similar and how they are different.

Bruce Helmer

Jul 1, 2025

Resources

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5 Ways the New Tax Bill Could Impact Your Wallet

Managing Cashflow Is Like Planning a Summer Vacation

Exit a Business or Equity Position Without Regret

What To Do With a Financial Windfall

The Pursuit of Happiness

CBS MoneyWatch: Difference Between an IRA and 401k