Permanent life insurance—whether it’s whole life or indexed universal life (IUL)—has become a lightning rod in financial conversations. Some call it the “rich man’s Roth.” Others treat it like a magic wealth-building machine. And yet, for most people, it’s neither. The truth? Permanent life insurance is one of the most over-marketed, misunderstood, and misused financial […]
After months of headlines dominated by the other “T” word—tariffs—it’s refreshing to talk about something actually related to real financial planning conversations: Taxes. You may have seen that the House passed a new proposal to extend and expand parts of the Tax Cuts and Jobs Act (TCJA)—what some are calling a “Big Beautiful Bill”—and it’s
We’re already halfway through 2024, and one of the best proactive tax planning strategies is doing a mid-year check in on your projected income and tax liability. Generally, I see the most issues around tax planning when income in the current year changes substantially from the prior year. According to the Wall Street Journal, “The
Tax Underpayment Penalties Are On The Rise For Americans Read More »
The stretch from Thanksgiving to New Years is one of my favorite times of the year. There always seems to be a lighter mood: family, friends, food, decorations and stories all bringing people together and creating memories. I love to cook so I enjoy getting to spend time in the kitchen both constructing and indulging
Closing Out One Year and Starting Another Read More »
US Economic dominance The United States has enjoyed a prolonged period of market dominance versus international markets. An examination of the driving forces behind this success reveals a lifestyle deeply rooted in the pursuit of work and wealth creation. While this focus has undoubtedly propelled the nation to unprecedented economic heights, there’s an inherent trade-off
The Price of Prosperity: Balancing Economic Success With Quality Of Life Read More »
As we hit the one year mark for Zizzi Investments, Brennan and I want to express gratitude for all the support we have received and share with you a bit of the journey, both looking back to where it all started and casting a vision for what’s to come. This year has been a reminder
Turning One: Celebrating a Year of Growth Read More »
Working with financial planning clients over the years I have heard a wide range of individual goals, from providing college education and weddings for children, to purchasing vacation homes and sports cars. Every person has their own unique wants and needs shaped by their values, beliefs and attitudes. However, one goal every single person has
Monte Carlo Simulation: A Powerful, but Imperfect Tool Read More »
Over the past 10 years working in financial services, creating financial freedom or the ability to retire as early as possible is a common goal I hear. In fact, there is a whole movement around this goal called the FIRE movement: Financial Independence Retire Early. However, I think many people involved in this movement have
A Different Take on the FIRE Movement Read More »
Stock market returns receive all of the attention when it comes to investing. Turn on CNBC or any other business channel any day of the week and likely the first thing you will see are flashing green or red numbers in your face indicating whether the market(s) are up or down for the day. Some
Maximizing Tax Efficiency Through Asset Location Strategies Read More »
Most people don’t enjoy learning or thinking about taxes, but tax planning is one of the most underrated areas that can have the greatest impact on your overall financial health. The end of the year is a great time to review your tax strategy and identify opportunities that may save you on your tax bill.
‘Tis the Season to Tax Plan Read More »
Brennan is the Cofounder and Investment Advisor of Zizzi Investments. He primarily focuses on personal wealth management and small business retirement plans.
Brennan is a Certified Financial Planner, and his love for the technical side of finance drives his passion to continually learn and improve his knowledge. Brennan earned his CFP® in 2022, which expanded his expertise in the areas of investment, tax, education, retirement, risk management, and estate planning.
Brennan is a 2015 graduate of George Mason University, where he played on the NCAA Division 1 Men’s Soccer team. Brennan has played soccer since he was five years old, and his experience as a team player helped foster his passion for working with clients and developing strong relationships necessary to achieve their long-term goals.
Outside of work, Brennan enjoys traveling and tasting wine with his wife Kayla, playing amateur golf events, and cooking. Brennan’s family members all live in Central PA, and he enjoys spending time with his niece and three nephews.
Colin is the founder of Zizzi Investments. Investing and soccer have always been two of Colin’s biggest passions.
He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years.
While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations while helping to oversee more than $500 million of qualified retirement plan assets and $100 million of individual wealth management relationships.
Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.
