Brandt Wealth Advisors Blog

Tips and tutorials that get to the heart of life, emotions and finance.

Personal Financial Planning

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Big Changes Coming to Social Security Planning

ARTICLE

Last year, Congress passed budget legislation that will dramatically change the options available to you when choosing how your Social Security benefi…

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A Whole Month of Financial Clarity

ARTICLE

My wife, Karen, is on Day 10 of that nutrition plan everyone’s talking about. You know the one.

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Don’t Think About Finances Today.

ARTICLE

We let things slide.
We check our to-do list to see what’s most important.

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Financial Planning 101

VIDEO POST

Do you know where you are in your financial life and where you want to go? How does a financial plan show you the most efficient way to get there?
Bo…

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Rebalancing Your Portfolio

VIDEO POST

How do emotions lead us to make bad investment decisions? Did you know that rebalancing your portfolio can help you avoid these impulses?
In this vid…

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