Posts Tagged ‘Planning’
How Your Financial Advisor Can Help You Navigate A Career Change
Are you thinking about changing careers? If so, you’re not alone. One study shows that baby boomers averaged a job change 11.7 times in their life up to age 54. Since changing jobs is so common, it will most likely happen to you at some point – if it hasn’t already. One element of navigating…
Read MoreWhen Is The Best Time To Collect Social Security Benefits?
Over 69 million people in the United States receive social security benefits — so needless to say, it’s a pretty important topic. Understand that the government is simply giving you back all the money they deducted from your paychecks (“FICA”) while you were working. But with the many nuances and complexities of the social security…
Read MoreIs Cash King?
While the origin of “cash is king” is unclear, it is a phrase that became popularized following the global stock market crash of 1987 by Pehr G. Gyllenhammar, then CEO of Swedish car group Volvo. Cash is flexible and can be likened to short term personal insurance against negative life circumstances. That is one reason…
Read MoreFinding Peace In Times of Turmoil
We wanted to take a moment to address recent current events. By now, you’ve likely seen that Russia invaded neighboring Ukraine, and the world capital markets didn’t react kindly. And amid these unsettling geopolitical tensions, an important life lesson comes glaringly into focus: actions have consequences. The weight and gravity of those consequences vary dramatically,…
Read More2022 Important Numbers Chart
Follow the link below for a full, downloadable chart! https://branwealth.com/wp-content/uploads/2022/01/2022-ImportantNumbersChart.pdf
Read MoreWhat Issues Should I Consider When Reviewing Cash Flow?
Follow the link below for a full, downloadable chart! https://branwealth.com/wp-content/uploads/2022/01/What-Issues-Should-I-Consider-When-Reviewing-Cash-Flow-2022.pdf
Read MoreSmart Spending In Retirement
Take a look at Johnson Rhett‘s recently published insight on retirement spending for MoneyGeek.com! Follow the link below. Smart Spending In Retirement
Read MoreWhat You Need To Know About RMDs for 2021
After a brief hiatus in 2020, required minimum distributions (RMDs) made their re-appearance for 2021. The Coronavirus, Aid, Relief, and Economic Security (CARES) Act waived RMDs in 2020, meaning that seniors and retirees were not required to take money out of IRAs and workplace retirement plans. However, what most impacted RMD rules was the establishment…
Read More