About: Jeff Brandon, CFP®
Posted on: 15 Mar 2021
Cheryl had just changed clothes after a long day commemorating her sister Lucy’s life. There was a funeral and a…
Posted on: 19 Oct 2020
Every four years during the presidential election cycle, it is very common for clients to begin asking how an election…
Posted on: 16 Sep 2020
It may seem odd to be asked about doing estate planning for college students when they probably have few if…
Posted on: 22 Apr 2020
You may have seen it before. Perhaps it was a colleague, 12 years ago, who was planning to retire at…
Posted on: 15 Apr 2020
There are changes that are coming every day as we continue to deal with the effects of COVID-19 in our…
Posted on: 24 Mar 2020
From experience comes wisdom, from wisdom comes confidence, and from confidence comes a sense of peace.
Posted on: 09 Feb 2020
The federal government spending package that was signed into law on December 20, 2019.