Practical insights
For a Comfortable Retirement
From Our Advisors to You
Honest conversations about money, life, and planning for what’s next.
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Picking the Right Investment is Like Picking the Right Date
Just as in the world of dating relationships, the age-old phrase “There are plenty of fish in the sea” can hold true to our investment relationships as well. With countless possibilities, which is...Read more -
Want to be a SuperAger?
How long will you live? The question of individual longevity is the first big unknown that a retirement planning process must address. Longevity is a crucial retirement plan assumption that no one...Read more -
Mississippi Retirement Planning Checklist: 12 Months Before You Stop Working
Retirement isn’t just about the date on your calendar—it’s a year-long process that requires planning and preparation. Working with a retirement planner in Mississippi can help ensure your...Read more -
7 Financial Essentials to Know Before Buying a Home
Buying a home is exciting – but it’s also one of the biggest financial decisions you’ll make. It comes with its fair share of stress. You probably feel like there are a million things on your plate...Read more -
The First Five Years of Retirement: Mistakes To Avoid
The first few years after retiring can feel like a long-awaited reward—but they’re also a critical time for long-term success. As a retirement planner in Mississippi, Branning Wealth Management...Read more -
Stewarding Money, Energy, and Time
Financial planning lives at the corner of Money Street and Life Choices Way. Planning helps illustrate the intersections and interactions between a family’s or an individual’s goals and their...Read more -
Rebalancing With Purpose: Keeping Your Portfolio On Track
When markets shift, your investment mix can drift away from your original plan. Over time, that can change your level of risk and the long-term results you expect. Strategic rebalancing helps...Read more -
What The Stock Market Is And Isn’t
If you’re a millennial, your introduction to the stock market may have been anything but straightforward. Maybe you remember the 2008 crash during your college years or the more recent wild...Read more -
Emergency Funds: How Much Is Really Enough?
“How much should my emergency fund be?” This is a question I get all the time. It’s often followed up with, “national radio talk show hosts often suggest 3-6 months – is this right?” The short...Read more -
Recessions and Depressions Happen: Why Liability-Driven Investing Deserves Your Attention
In the ever-evolving world of financial planning, the conventional wisdom around portfolio construction has long revolved around total return—an approach that prioritizes maximizing returns through...Read more -
Liberation Day Tariffs & Market Price Discovery
Market volatility has returned with the announcement of Trump’s “Liberation Day Tariffs.” These tariffs represent the latest in a series of events—both man-made and natural—that force markets to...Read more -
Making the Choice: Should One Parent Stay at Home?
For nearly everyone, parenting is a life-changing and exhilarating experience. But it always requires making some fundamental decisions about how life is to be lived. One of the primary examples...Read more
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