Apr 29, 2019
Brandon breaks down the basic 3 things you need to pay attention to when it comes to your portfolio. Plus, the Center for American Progress says a 1.3% fee on your 401(k) could cost you as much as $100-thousand over the course of your career. Brandon explains the reality of that stat by describing how he helped a client...
Apr 22, 2019
Brandon shares a shocking story of how he uncovered over $100,000 in fees a couple unknowingly paid during their first year with their old advisor, and how you can guard against that bombshell within your own portfolio.
Apr 15, 2019
We all make mistakes, but what are the most damaging retirement planning mistakes you need to (and can) avoid? Brandon will point out the top 3 mistakes, and how you can guard your portfolio against them.
Apr 8, 2019
Did you know there are a number of factors that can either lower – or increase – your tax obligations when you stop working? Brandon will divulge the details, and relay a client story that serves as a good reminder of how important it is to know your options with Social Security.