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Charleston's Retirement Coach

Dec 17, 2020

Many people handle all their financial decisions.  And that's okay.  But are you totally confident that you know everything there is to know about it?  Would you install  your own swimming pool or a palm tree in your yard with minimal knowledge of how to do that?  Brandon talks about why you should hire a professional...


Dec 11, 2020

You've worked had for your retirement nest egg.  Can you trust a young financial advisor?  Why would you?  Brandon explains that it's simple...technology.  He'll also delve into the reasoning for this and how it makes sense.  


Dec 3, 2020

You've probably heard the "Annuities" word thrown around, especially if you're in or nearing retirement.  If you've struggled to fully understand them, Brandon will help guide you through what they are and what they do as well as as the good and bad.  Who are they good for and who they work best for.  It's a simplified...


Nov 5, 2020

It was a looooooong election season, but we all unite knowing the political ads are finally over! Brandon shares his positive thoughts about coming together as a country and moving forward. Plus, a real-life story that reinforces how a fresh perspective could change your financial outlook… Especially when it comes to...


Oct 21, 2020

In the fall of 1986 President Reagan signed a major tax reform bill into law that lowered the top income tax rate from 50% to 28%. Since then, Congress has raised the top rate to 37% - And considering our deficit and the pandemic, more hikes are likely coming. Add in the possibility that taxes will rise if there’s...