Brandon Lee Ritz - Financial Services Professional

07/05/2023

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In March, the IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable trust is involved. In the last decade or so, more families have …

06/30/2023

***Breaking News***

If you need help with a financial game plan, I’m here to help you.

Supreme Court Delivers Defeat To Biden Admin On Student Loan Forgiveness

— News —Supreme Court Delivers Defeat To Biden Admin On Student Loan ForgivenessBy Nathan Gay•Jun 30, 2023 DailyWire.com•FacebookTwitterMailGetty Images In a stinging defeat for the Biden Administration, the U.S. Supreme Court ruled Friday that the HEROES Act did not give it the authority t....

06/23/2023

Reach out to me to ask about the Primerica Secure referral program! It’s designed to help you compare auto & home rates from more than 20 insurance carriers to make sure you’ve got the right coverage for you. Bit.ly/PriDisclosures

06/22/2023

Planning out how much money you need for the future doesn’t have to be challenging. Your Financial Independence Number (FIN) represents the amount of money you’ll need to cover your living expenses for the rest of your life. Not sure what your unique FIN is or where to start to reach your retirement goals? I can help! Send me a message today to get started.

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06/21/2023

You built a financial legacy, now make sure you have the foresight and strategy to protect it. Reach out to me for more information.

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06/20/2023

Are you prepared for the future? offers flexible financial solutions to help you get on the right path.

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06/19/2023

This is a scary number! If this is you, it’s not too late. Let’s put a plan together to get on track.

By age 30, you should have close to the equivalent of one year's salary saved for retirement, Fidelity Investments recommends. But if you're not there, you're not alone.Americans between the ages of …

06/19/2023

Thinking about retirement? Make sure you have a strategy in place that works for your unique goals.

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06/19/2023

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Federal student loan borrowers who earn up to $125,000 individually, or up to $250,000 for households, would qualify for up to $10,000 of forgiveness, while Pell Grant recipients would be eligible …

06/19/2023

“You manage things; you lead people.”

Rear Admiral Grace Murray Hopper

06/16/2023

Got to at least be beating inflation….

If you have cash in savings right now, the easiest place to put it unfortunately isn’t the smartest place. That’s because a standard savings account at your primary bank may pay virtually zero …

06/16/2023

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The U.S. Education Department updated the student loan forgiveness process for some borrowers who work in public service, including teachers, police officers and social workers. This change, which was...