Branning Wealth Management, LLC

06/23/2026

How does money make money?

Jason Branning recently joined the podcast "That Don't Sound Right" to discuss the magic of compound interest and why patience is often an investor's greatest ally.

We hope you'll take a few minutes to listen to the conversation!

🎙️

That Don‘t Sound Right · Episode

06/19/2026

Our offices will be closed on Friday, June 19, in observance of Juneteenth.

We will resume normal business hours on Monday, June 22. We wish everyone a meaningful Juneteenth.

06/12/2026

XY Planning Network (XYPN) recently featured two articles written by Johnson Rhett, CFP®, ChFC®:

“10 Financial Moves To Make When You Have A Baby”
“How Trump Accounts Work: A Financial Planner’s Guide for Parents”

If you’ve had a baby (or have one on the way), these topics hit right at the moment everything starts to change - sleep, routines, and yes, finances too.

Both articles break down simple, practical steps and newer planning ideas that can actually make things feel a little more organized during a new season of life.

Worth a read if you’re in the thick of early parenthood or planning for it!

No two families are exactly alike, but every parent wants to create opportunities for their children. Learn how to plan for your family's financial future with guidance from XYPN Members.
https://hubs.ly/Q04lczL00

06/10/2026

💡 Charitable giving isn't just about how much you give. It's also about giving strategically.

Several important tax law changes take effect in 2026, making mid-year an excellent time to review your charitable giving plan. Small adjustments in timing or strategy could help you maximize tax benefits while supporting the causes you care about most.

Swipe through to see some of the key charitable giving thresholds and changes that may affect your planning.

If you'd like to discuss tax-efficient giving strategies and how they fit into your overall financial plan, we're here to help.

06/08/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

06/03/2026

With Trump Accounts expected to officially roll out next month, many parents are evaluating whether they make sense as part of their family's financial strategy.

In Johnson Rhett, CFP®, ChFC®'s latest article, he explain how these accounts work and the key factors parents should consider before opening one.

How Trump Accounts Work: A Financial Planner’s Guide for Parents You’ve probably heard about “Trump Accounts” by now. On the surface, the idea is fairly simple: the government puts money in an...

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! 👋