Brian Branda is a Registered Representative and an Investment Adviser Representative of Equity Services, Inc. Jacqueline Branda is a Registered Representative of Equity Services, Inc.
Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser, One National Life Drive, Montpelier, Vermont 05604 (802) 229-3900. Branda Financial Services is independent of Equity Services, Inc.
Newsletters
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.