Is Texas Tax-Friendly for Retirees?
As you near retirement, one important factor to consider is the tax burden you will face. Being more tax-efficient in retirement is a great way
As you near retirement, one important factor to consider is the tax burden you will face. Being more tax-efficient in retirement is a great way
How much cash should a retiree have on hand is a common question among retirees. Holding the right amount of cash in retirement is about
If you are fortunate enough to have one, pensions offer a reliable source of income and provide a foundation of financial stability in retirement. As
The AEP/SWEPCO retirement package offers a comprehensive mix of options, including defined benefit pension plans, 401(k) savings, and additional financial protections. These benefits are designed
We discuss what “tax efficiency” means when it comes to taking tax-efficient withdrawals in retirement. As CERTIFIED FINANCIAL PLANNER™ professionals in Longview, TX we see
Join us on Tuesday, October 24, 2023 from 4 pm to 7 pm at the Infinity Event Center Retirement planning is about more than your
Texas is tax-friendly for retirees, making it a popular retirement destination. For those seeking a peaceful and vibrant retirement destination, the best places to retire
What happens to your pension when you leave a job? That depends on the specific pension plan, whether or not you are vested, and what
If you are nearing retirement, or already there, then “recession” can be a scary word. It can be an even scarier experience. It’s understandable that
What does it mean to be the best financial advisor? Simply put, there isn’t one single set of characteristics or traits that make someone the
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Brandon Renfro LLC (“Belonging Wealth Management”) is a registered investment adviser offering fee only advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Brandon Renfro in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of Belonging Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.