Brandon Lee Ritz - Financial Services Professional

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IRS Quietly Changed the Rules on Your Children’s Inheritance 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 …

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

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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“You manage things; you lead people.”

Rear Admiral Grace Murray Hopper

Got to at least be beating inflation….

Where Should Your Savings Be Right Now? Somewhere You Can Earn at Least 5% 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 …