Holly Brauer

Holly Brauer Our team has guided families in living more financially intentional lives by better understanding what's important to them.

Understanding your lifestyle and desires for the long-term will be instrumental in planning your future to financial success.

Generate income and rebuild principal. A powerful one-two punch.
08/18/2022

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
08/15/2022

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
08/08/2022

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Tax freedom day: the day you begin earning money for yourself.
08/04/2022

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
08/01/2022

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
07/28/2022

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

Finding the proper for your means knowing what is covered by the association’s insurance.
07/25/2022

Finding the proper for your means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Extended care refers to services needed by those who have a chronic illness or disability.
07/21/2022

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

What do you need to know when the market experiences volatility?
07/18/2022

What do you need to know when the market experiences volatility?

Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.

The key to in retirement might be a patchwork of different choices.
07/14/2022

The key to in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Do you know the difference between a global mutual fund and an international mutual fund?
07/11/2022

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
07/07/2022

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Address

Scottsdale, AZ
85260

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 4pm
Wednesday 9am - 5pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+14802928402

Website

Alerts

Be the first to know and let us send you an email when Holly Brauer posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Holly Brauer:

Shortcuts

Share

Category