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…
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.
Don’t Think About Finances Today.
ARTICLE
We let things slide.
We check our to-do list to see what’s most important.
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…
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…