Branning Wealth Management, LLC

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day.

05/21/2026

Need a refresher on 2026 retirement contribution limits?

✅ 401(k), 403(b), 457, and TSP limits - $24,500
✅ Age 50+ catch-up contributions - $8,000
✅ IRA contribution limits - $7,500
✅ Ages 60-63 can still utilize the “super catch-up” contribution of $11,250

Now may be a good time to review:
• Whether you’re maximizing employer plans
• If Roth or Traditional IRA contributions make more sense
• Whether catch-up contributions fit your goals
• If your self-employed retirement plan still makes sense for your income

Small contribution increases today can make a meaningful difference over time.

05/18/2026

Johnson Rhett was recently featured in a NerdWallet article discussing “doom spending” and ways people can make more intentional financial decisions instead of reacting emotionally.

At Branning Wealth Management, LLC, we help clients stay focused on their long-term goals through thoughtful planning and disciplined decision-making.

Know the signs, set spending limits and limit one-click purchases.

05/13/2026

🎉 Welcome to the team, Sam Buchanan!

We're thrilled to announce that Sam has joined Branning Wealth Management as a Wealth Advisor.

Sam specializes in working with:
✅ Clients approaching or in retirement
✅ Self-employed business owners
✅ Families navigating tax-efficient wealth transfers

We're so excited to have him on board. Please join us in giving Sam a warm welcome! 👋

05/13/2026

One of the biggest financial decisions families face often has nothing to do with investments.

It’s deciding whether one parent should stay home.

The challenge is that this decision is rarely just about income. It can impact retirement savings, career growth, benefits, monthly cash flow, stress levels, and long-term family goals.

Before making the leap, it helps to ask:
• Can one income realistically support your lifestyle?
• What expenses would change?
• What tradeoffs are worth it to your family?
• How would this affect your long-term financial plan?

There’s no “right” answer for every family. The goal is making an intentional decision that aligns with your values and finances.

Read Kelly's article here:

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...

05/08/2026

A mortgage payment is only part of the cost of buying a home.

Before you buy, make sure you understand the financial pieces most people overlook, from cash reserves to maintenance costs to how the purchase fits into your long-term goals.

Here are 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...

05/06/2026

Thinking about changing your company’s 401(k) plan?

It’s not always as complicated as it sounds. With the right guidance, the transition can be handled efficiently.

The bigger question is whether your current plan is set up the right way. The right features, aligned with your goals, and built to benefit your team.

If it’s been on your radar, now is a good time to take a closer look.

05/04/2026

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calculating personal wealth? Swipe through this quiz to test your knowledge.

04/30/2026

The most overlooked investing factor isn’t timing… it’s time.

Compounding can significantly impact long-term outcomes when returns are reinvested.

The gap isn’t about picking the “right” moment.
It’s about how long your money is invested.

Start early. Stay disciplined. Think long term.

Source: Dimensional Fund Advisors, “The Power of Compounded Returns” (2026). Based on S&P 500 Index historical annualized returns.

Disclaimer: Past performance does not guarantee future results.