Jack Branch

Branch Wealth Strategies

Articles

Having a 401k or IRA is great, but do you know how to turn it into income when you retire?

February 9, 2022

“Would you get a divorce and leave your money with your ex to manage? If you ...

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Business Succession

August 2, 2021

According to California-based exit planner Bill Black, "85% of small businesses have done no planning, leaving ...

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Clean Out The Junk Drawer Of Your Mind

February 5, 2020

If you’re like most of us, there’s at least one designated junk drawer in your home. ...

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What Is The Rule Of 72

October 6, 2019

What is the "Rule of 72" And Why Does It Matter to You? "In wanting to ...

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Three Reasons 401(k)s May Not Be Suitable For Some Investors

September 10, 2019

There was a time in the not-so-distant past when the "theory of decreasing responsibility" was a ...

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Proceed With Caution Using An Annuity In A Trust

August 11, 2019

I am not a tax attorney, nor do I play one on TV. I am, ...

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10 Solid Reasons To Consider An Annuity For Your Retirement Foundation

August 11, 2022

Need a reason to add an annuity to your retirement portfolio?  Here are 10. Annuities aren’t ...

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10,000 Baby Boomers Retire Each Day

January 30, 2021

10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...

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6 Annuity Misconceptions You Need To Know

January 30, 2019

Here are 6 Annuity Misconceptions You Should Know About When it comes to Your Money and ...

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7 Financial Tips to Help you Enjoy Life and Reduce Stress

April 6, 2019

 Use these tips to reduce stress 1. Get serious about your retirement: If your employer matches ...

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A Compelling Story: Fixed Index Annuities

July 21, 2020

How would you like to play poker where the casino told you they would guarantee you ...

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A Gold Watch And Lifetime Income

March 7, 2019

Pensions have evolved to self directed retirement planning I grew up in steel country in Western ...

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A La Carte Planning Don't Be A Victim

September 11, 2022

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

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A Life Insurance Policy Is An Asset You Can Sell

June 28, 2018

Did you know that you have a valuable asset which is often overlooked and may not ...

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A New Idea That Has Been With Us For Over 200 Years

August 14, 2019

“Only money left over after paying taxes can be spent. For the average person in the ...

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A Retirement Income Trifecta

May 9, 2022

The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...

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A Simple And Successful Approach For Your Nest Egg

September 11, 2022

In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...

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A Time To Give Thanks

November 3, 2021

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...

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A True Story

September 1, 2019

 Last Friday (August 23, 2019), a very close friend of mine passed away. I wanted ...

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Alternatives To Traditional Long Term Care Policies

January 15, 2019

Until recently few other options  for LTC protection have existed Until recently, there have not been ...

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Jack Branch picture

Jack Branch

Branch Wealth Strategies

201 Holiday Blvd.

Suite 400

Covington, Louisiana 70433

jack.branch@retirevillage.com

(504) 520-8048

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