Most adult children put this conversation off because they are afraid of sounding greedy. Brandy shares the exact words to open it, the three things every family needs to know, and why one slightly uncomfortable conversation now prevents dozens of painful ones later.
Twenty years of maxing out your 401(k) might fund $4,000 to $5,000 a month in retirement. If your family spends more than that today, Brandy Branstetter, CFP®, breaks down where the rest of your savings should go.
Your kids see the lifestyle, but do they understand what it took to build it? Children raised in financially stable homes often experience wealth as a given—not something earned through years of discipline, trade-offs, and intentional decisions. How they think about money for the rest of their lives can be shaped by that gap in perspective. Here’s how to start closing it.
Having a low mortgage interest rate can be a beautiful thing, but is it holding you back from your life’s aspirations? Learn how to reframe your thinking about that low rate toward fulfilling your deepest values and aspirations with guidance from Beyond Wealth.
For professionals on a career growth trajectory, a financial plan is a living, breathing framework that evolves with you. Learn how you can craft a plan that goes beyond the numbers and highlights your deepest values and aspirations with guidance from Beyond Wealth.
Beginning in 2026, retirement account “catch-up” contributions from high earners are required to be after-tax Roth contributions and will no longer be tax-deductible. Learn how you can strategize around this change and still meet your objectives with guidance from Beyond Wealth.
Your 40s are a pivotal point in your financial life. With many competing objectives, what should you be doing at this stage to elevate your financial game plan? Read our case study about potential strategies you could use with guidance from Beyond Wealth.
Life changes and so should your estate planning. From the basics of a Last Will to Powers of Attorney and Trusts, estate planning should evolve with you. Learn what may be needed in a lifetime with guidance from Beyond Wealth.
