Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, help you identify your dreams and goals, and better understand your tolerance for risk.
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How you plan your retirement is just as important as how you save for your retirement. Brandon Bell Financial Partners can show you solutions to consider.
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Retirement planning is more than just making investments. We provide solutions that could help you turn your retirement dreams into reality.
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Educational Retirement Video Series
Preview the short animated video below which illustrates some important facts about stock market history that you should know. By understanding how certain patterns tend to repeat themselves, you’ll be better prepared to sort through the Wall Street hype and focus on strategies that can help you avoid damaging losses to your retirement savings. If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.
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The primary goal at Brandon Bell Financial Partners is to arm consumers with information that helps them make smart investment decisions, which prepares them to work knowledgeably with their brokers or advisors to develop income-generating financial strategies that help them to reach their financial goals.
Understanding RMDs
The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they ...
Are Your Allocations Right for RMDs?
There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The goals, which often go ...