Growth Investing vs. Retirement Income Planning: Why the Switch Matters
Quick AnswerGrowth investing focuses primarily on building wealth over long horizons. Retirement income planning focuses on creating reliable and sustainable income first, then on managing long...
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What Is Safety-First Investing?
Quick Answer:Safety-first investing is about putting distance between your near-term goals and market fluctuations that could erode your retirement nest egg. Knowing When The Game is Over:Michael...
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What to Do When the Market Drops and You’re Retired (Or Close to It)
Quick AnswerMarket volatility becomes more significant near retirement because investors typically have less time to recover from major losses while also beginning to rely on portfolio income. The...
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The Retirement Question Most People Forget to Ask: "How Much Will I Keep After Taxes?”
Quick AnswerTax-efficient retirement planning focuses on helping retirees reduce unnecessary taxes through strategic income distribution, account coordination, and long-term withdrawal planning....
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What Does “Don’t Ask the Market for Permission to Retire” Actually Mean?
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Your Retirement Expenses at a Discount
If you are getting close to retirement, you are likely nearing the point where you will need to live off your investments. So what do you do? Anyone could tell you that you need to decrease risk....
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“To Infinity and Beyond”: The IPO of SpaceX
Ready for lift off? Next stop, Mars - at least that's been the hype around the latest IPO. SpaceX debuted in the public markets on June 12, 2026, to great fanfare, boasting the largest company...
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Over 50 and Eyeing Retirement
Does this sound like you?You've done everything "right." Lived below your means. Gave generously. Raised your kids and put them through college. Climbed the ladder at work. Got the full 401k match....
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How Trump Accounts Work: A Financial Planner’s Guide for Parents
You’ve probably heard about “Trump Accounts” by now. On the surface, the idea is fairly simple: the government puts money in an account for your child, it gets invested, and then it grows over time...
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Branning Wealth Management In the News: Expert Financial Insights
Welcome to the Branning Wealth Management media registry. As a fee-only, fiduciary financial planning firm with offices in Jackson, MS, and Chapel Hill, NC, our advisors are frequently called upon...
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10 Financial Moves To Make When You Have A Baby
So you just had a baby? Congratulations! The birth of a child brings joy, but also introduces all kinds of new decisions to consider. Daycare or stay-at-home parent? Which pediatrician to use? How...
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Don't Overpay: 4 Last-Minute Tax Strategies to Lower Your 2025 Bill
Tax season is here again.You might find yourself wondering, “Is there anything I can do to lower last year’s tax bill?” While many tax-saving strategies need to be implemented before the year-end,...
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