Blog
Income Layering
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...
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9 Facts About Retirement
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...
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Giving to charities without getting Taken
Giving without getting Taken
Read MoreMarch 27th, 2020 Investor Financial Outlook Call
Click Here to listen to the call
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Halt in Trading... Explained
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...
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Strategies For Managing Student Loan Debt
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...
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A Decision Not Made Is Still a Decision
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...
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Stop Wasting Money
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...
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Girl Scouts “See the Future” at Brennan Wealth Advisors
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...
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Four Reasons to Invest
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...
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Girl Scouts “See the Future” at Brennan Wealth Advisors
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...
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Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plan...
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The Cost of Procrastination
Procrastination can be costly! When you start late it may be difficult to make up for lost time. VIDEO: The Cost of Procrastination
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Saving for College 101
Here’s a crash course on saving for college. VIDEO: Saving for College
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Michelle’s Advice for Graduates
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...
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Make the Baseball Scholarship Plan B
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...
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Maintaining Your Family's Legacy
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...
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What Do Your Taxes Pay For?
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
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Unraveling the Mystery of Financial Plannning
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...
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What is Your Investment IQ?
You make decisions for your portfolio, but how much do you really know? Financial IQ Quiz
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A Case for Rapid Change
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...
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent. VIDEO: Building Confidence
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Caring for Aging Parents
For many people, one of the most difficult conversations to have involves talking with an aging parent about extended medical care. Cover the Basics
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The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect. The True Cost of Having a Kid
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Are you in love?
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...
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement? VIDEO: Extended Care
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20 Laws of Money Wellness Part 3 - Future
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...
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement. VIDEO: Bucket Plan
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Laws of Money Wellness Part 2
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...
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Part 1 - 20 Laws of Money Wellness
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...
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A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list. Bucket List
Read MoreHuffington Post: Improve Your Success With a Succession Plan
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...
Read MoreWFAA Money Matters with Michelle Brennan Hall
President and CEO of Brennan Wealth Advisors Michelle Brennan Hall talked with Marcus Moore at WFAA about the pros and cons of 401Ks.
Read MoreMichelle Brennan Hall addresses The Beck Group
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...
Read MoreBe the Boss: Avoid these Executive Retirement Hazards
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....
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