In the News

PlannerSearch: Retirement Base Income Vehicles

Pension Policy International: Contingency Fund Individual Retiree Risk Management

Financial Experts Network: Modern Retirement Theory (MRT) - Retirement Planning Through 4 Prioritized Funds

Forbes: Modern Retirement Income Planning Techniques

ThinkAdvisor: MPT or MRT: Contrasting Retirement Income Models

Advisor Perspectives: Why Advisors Should Distinguish Base and Discretionary Expenses in Retirement

Bogleheads: Budget Models of Retirement Spending

Forbes: What is a Safety-First Retirement Plan?

Northside Sun: Stewarding Money, Energy, Time: Balancing Acts Across Life Stages Planning

TheStreet: Defend Against AI Scams



Investments & Wealth Monitor: November/December 2023 Publication

FPA Journal: Contingency Fund Individual Retiree Risk Management

FA Mag: When Annuities Came to 401(k)s



DPL Financial Partners: Advisor Insights



Northside Sun: Price Advice



Retirement Researcher: Two Philosophies for Retirement Income Planning - Safety-First School 



Pear Orchard Presbyterian Church: Stewardship and Retirement to the Glory of God - An Interview with Jason Branning

WCBI: Jason Branning Named to College Savings Miss Board



NerdWallet: Doom Spending



ThinkAdvisor: 15 Portfolio Spring Cleaning Tips



Northside Sun: Resolutions - Branning Wealth Management



XY Planning Network: Good Financial Reads: Put Your Money to Work



RTS: A Calling for All Christians



Advisor Perspectives: The Markowitz Conundrum (Part II)



Advisor Perspectives: The Markowitz Conundrum (Part I) 



PlannerSearch: Liability-Driven Individual Retirement Planning



‘Too Good To Be True’: Many Parents Are Wary Of Opening A Trump Account. Here’s Why Financial Experts Say They Should.