Broker Check


Thursday, July 16, 2020

Income layering is a retirement planning approach that attempts to pair a client's income needs at different stages of their life with corresponding assets from their portfolio. Beginning with one or more sources of income, the plan...

Thursday, July 16, 2020

9 Facts About Retirement Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of...

Tuesday, May 26, 2020

Tuesday, May 26, 2020

Giving without getting Taken

Friday, March 27, 2020

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Tuesday, March 10, 2020

Halt in Trading…..Explained Why we need circuit breakers The New York Stock Exchange (NYSE) halted trading for 15 minutes at the open on Monday 3/9/2020 to allow stocks to take a breather and prevent markets from a steep sell...

Tuesday, August 13, 2019

If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won't cure this headache, but here are some ideas for managing your student loan debt. The programs listed are not intended...

Tuesday, July 23, 2019

A Decision Not Made Is Still a Decision Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision...

Tuesday, July 16, 2019

Stop Wasting Money Benjamin Franklin once said, “a penny saved is a penny earned.”¹ The modern upgrade to that observation might be that $100 not spent is more like $143.² One way to find the money to meet your...

Monday, July 1, 2019

Mentoring is a commitment our firm has dedicated years to, both internally and externally. This year, was our most exciting mentoring event when we welcomed Girl Scouts to participate in our “See the Future” day of...

Wednesday, June 26, 2019

Four Really Good Reasons to Invest Forty-six percent of Americans do not own any stocks or stock-related investments, such as mutual funds, according to a recent Gallup poll.¹ Individuals may cite different reasons for not...

Monday, June 24, 2019

As part of the financial advisory firm’s initiative to encourage more women to consider being financial advisors and financial planners, Brennan Wealth Advisors curated a day of shadowing where students follow key women for hands...

Wednesday, June 12, 2019

Workers 50+ may make contributions to their qualified retirement plan...

Tuesday, June 4, 2019

Procrastination can be costly! When you start late it may be difficult to make up for lost time. VIDEO: The Cost of Procrastination

Wednesday, May 29, 2019

Here’s a crash course on saving for college. VIDEO: Saving for College

Tuesday, May 14, 2019

On success…. Start at the start….we all do. Very few move ahead without paying their dues and doing the work. To succeed, perfection is not expected; dedication is required. Contribute more than your job description...

Wednesday, May 8, 2019

A few weeks ago, a friend shared a story about her son’s baseball game. An overzealous parent was yelling at an umpire over a call when another parent responded, “At this point we are all still paying for college!” I...

Wednesday, April 24, 2019

Estate planning is a topic most people prefer not to discuss. Often we find people are uncomfortable discussing death and plans for beneficiaries with loved ones. While it can be tempting to stick your head in the sand, your family...

Monday, April 15, 2019

Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. Tax Breakdown

Wednesday, April 10, 2019

We’ve all been at a dinner party when someone asks, “What do you do?”. When I say I am a financial planner, it is quickly followed by, “What does that mean?”. I learned my assumption that people knew...

Tuesday, April 2, 2019

You make decisions for your portfolio, but how much do you really know? Financial IQ Quiz

Thursday, March 21, 2019

The handicap women face when it comes to financial decision-making and ownership is a century’s old culture that perpetuates serious long-term affects not only on women’s financial abilities but also on their confidence as...

Friday, March 15, 2019

VIDEO: Million Women Rising

Tuesday, March 5, 2019

In the world of finance, the effects of the "confidence gap" can be especially apparent. VIDEO: Building Confidence

Thursday, February 28, 2019

For many people, one of the most difficult conversations to have involves talking with an aging parent about extended medical care. Cover the Basics

Wednesday, February 20, 2019

The true cost of raising a child may be far more than you expect. The True Cost of Having a Kid

Thursday, February 14, 2019

It’s that time of year, couples are getting engaged, wedding season is around the corner, and parents of the happy couples are scrambling to make sure the wedding goes off without a hitch. We are doing the same in my family as my...

Tuesday, February 5, 2019

What is your plan for health care during retirement? VIDEO: Extended Care

Thursday, January 31, 2019

The last of my 3-part series on Laws of Money Wellness is about your future. LAW 16 – Your spouse’s goals should not be yours Having one spouse own/manage all savings/investing accounts while the other spouse is detached...

Tuesday, January 22, 2019

A bucket plan can help you be better prepared for a comfortable retirement. VIDEO: Bucket Plan

Wednesday, January 16, 2019

LAWS OF MONEY WELLNESS PART II: MONEY MINDSET Money wellness is a symptom of your thoughts. Setting financial goals, investing and having money of your own is for everyone. LAW 10 – Be present Distraction: Believing your past and...

Friday, January 11, 2019

20 Laws of Money Wellness Overcoming distractions that stand between you and money goals A three part series Money wellness is a lifelong pursuit. This article is written to help you launch your money lifestyle using coaching...

Thursday, January 10, 2019

VIDEO: Level up in the new year

Monday, January 7, 2019

That big list of dreams and goals isn't the only way to look at your bucket list. Bucket List

Thursday, December 21, 2017

Many founding owners are so skilled at building a company, delivering incredible service, hiring key personnel and growing the enterprise that the succession plan becomes illusive. The lack of focus in this area is apparent in national...

Friday, December 8, 2017

President and CEO of Brennan Wealth Advisors Michelle Brennan Hall talked with Marcus Moore at‪ ‎WFAA‬ about the pros and cons of ‪401Ks‬.

Friday, December 8, 2017

A forward thinking company with a strong female initiative, The Beck Group joined for its monthly Women In Leadership Development (WILD attended by women and men) to learn why it's so important to involve women in major financial...

Friday, December 8, 2017

Running a company and being an excellent operator does not always translate to being smart about personal wealth. Here are the most costly retirement hazards of executives and business owners and smart ways to combat them....

Wednesday, June 25, 2014

Money moves for Boomer Couples