About: Jeff Brandon, CFP®



Posts by Jeff Brandon, CFP®:

You’re the Executor. What’s Next?

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…

What Will an Election Mean for My Estate Planning?

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…

Have Your College-Bound (Adult) Children Done Their Estate Planning?

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…

When a Bear Market Interrupts Your Plans for Retirement

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…

How COVID-19 and the CARES Act Impact Financial Planning

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…

Why Comprehensive Financial Planning Is Important, Now More Than Ever

Posted on: 24 Mar 2020

From experience comes wisdom, from wisdom comes confidence, and from confidence comes a sense of peace.

Tax Update: Retirement Planning

Posted on: 09 Feb 2020

The federal government spending package that was signed into law on December 20, 2019.