Brandon Anderson

Happy Independence Day! This 4th of July let’s celebrate the gift of freedom with family and friends. May every sparkle and cheer be a tribute to the spirit of togetherness and prosperity for all.

For financial advisors, a client's reaction to a volatile market is par for the course. Here’s what you can do to help ease their emotions and continue to strengthen your relationship in the process - https://bit.ly/pru-advisors-inoct23

Emotions will rule client decisions. Here's what advisors can do Advisors must talk to their clients about uncertainty and encourage them not to decide based on emotions but maintain long-term plans.

Here’s to you, Dads. For laying the path and making a way. Today, we celebrate the love you give and the examples you set for us.
Happy Father’s Day.

Did you know that $5 Trillion is added to global wealth every year by women? Start the retirement conversation today to help ensure you are on track to protect your financial future.

Ready to discuss? Contact me now to learn about the strategies that will best suit you.214-259-2244, and [email protected]

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Planning for retirement can feel overwhelming. One industry expert shares their tips on how to strategize for the future.

Can You Build a Retirement Income Plan With Both Risk and Reliability? Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you have what you need in your golden years, but which is right for you?

From increased catch-up limits to 529 flexibility – learn how the latest spending bill can offer you new ways to help you save for retirement.

The Biggest Changes for 401(k) Retirement Savers Spending bill signed by President Biden includes expanded access to retirement plans, new rules for 529 accounts and student loan payment matching.

To the bravest among us, Prudential honors the courage and sacrifice of our nation’s fallen heroes.

At Prudential Advisors, creating superior advisor and client experiences is our top priority – and our strategic relationship agreement with LPL is an example of how we’re doing just that. LPL’s CEO Dan Arnold highlights the upcoming onboarding and benefits for Prudential Advisors during their recent analyst calls. Read about it here: https://bit.ly/44IgV00

Contact me today to learn more about our future capabilities with LPL.

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Navigating the complexities of divorce isn’t easy, especially when discussing it feels difficult. However, addressing it can be crucial for your financial health in the new year and beyond.

Ready to start the conversation? Let me help guide you. Contact me today 214-259-2244/[email protected]

Happy New Year: Let’s Get a Divorce January is known as Divorce Month among lawyers and advisers who deal with it, and gray divorce is a growing area.

Struggling with good saving habits? You may be doing better than you think. Learn how much you should be saving per paycheck in this article, featuring Jason Duross from Prudential Advisors - https://bit.ly/pa-paycheck-savings

How Much Should You Save From Each Paycheck? Use our guide to determine how much money you need to save from each paycheck to meet your short, medium and long-term savings goals.

Where you keep your money matters. Be sure to consider factors like interest rates and digital banking capabilities when selecting a bank. Brandon Goldstein helps compare your options in a new feature from CNN:

How to choose a bank Selecting the right bank is crucial. Learn how to choose a bank that fits your financial needs and goals.

Nearing retirement is an equally exciting and nerve-wracking time. As you prepare for the next phase in your journey take a look at these tips to help make sure your retirement plans stay on track.

Looking to learn more about the tools that can help you support your retirement plans? Reach out today to discuss 214-259-2244/[email protected]

Nervously Nearing Retirement? Four Do’s, Four Don’ts and One Never With so many critical decisions to make and lots of opinions to consider, here are some common-sense tips to keep you on track.

ROTH IRA limits are on the rise! Wondering if a ROTH IRA might be right for you? Let’s explore how a ROTH IRA may be able to benefit your financial journey together. Contact me to discuss 214-259-2244/ [email protected].

Prudential and its representatives do not give legal or tax advice. Please consult your own Legal or Tax advisors regarding your particular situation.

Roth IRA Contribution Limits for 2024 Roth IRA contribution limits have gone up for 2024. Here's a look at the new limits and income-based phaseouts.

Women are taking control of their finances. In fact, $30 Trillion is expected to transfer to women in the U.S. by 2030.*

Make sure you are prepared to take control of your financial future. Contact me today 214-259-2244/[email protected]

*McKinsey “women as the Next Wave of Growth in US
Wealth Management,” July 2020

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With new tax rules regularly being implemented it is tough to keep up. If you are a senior prepping for the 2024 tax season, make sure you are aware of these four tax deductions that you may be able to take advantage of.

Four Lucrative Tax Deductions That Seniors Often Overlook There are a host of tax breaks available to retirees and older Americans, but they’re easy to miss.

Debt doesn’t disappear when life ends. With 46% of Americans expected to transfer loans upon death to loved ones, there’s no greater time to implement a life insurance policy for the sake of your family’s financial future. Rosalyn Glenn explains why in a new piece from Yahoo Finance:

A rolling debt transfer is coming: 'Debt does not miraculously disappear' A new survey found nearly one-fifth of Americans are carrying debt but no life insurance — a double whammy to avoid.

Today 401(k) plans have become the primary source of retirement income for many Americans. Because of this, it is important to understand how you can work to maximize these plans and protect yourself from potential loss.

Ready to begin planning? Schedule time today at [email protected]

How to Get More Retirement Income From Your 401(k) An integrated approach of investments and annuities could provide you with more retirement income in addition to protection against inflation and late-in-life expenses.

For many small business owners generating leads can be difficult. These tips may help you navigate the difficult landscape of small business ownership.

Council Post: 17 Smart Ways To Find Leads And Make Sales On A Small Business’ Budget Without the deep pockets of a larger corporation, entrepreneurs and startup founders often find themselves in search of innovative, cost-effective lead-gen solutions.

"How do you build wealth?"

How Do You Build Wealth? Seven Critical Steps Rules of thumb, one-size-fits-all ideas and trendy tips don’t build wealth, but a strategy tailored for you can help ensure you’re well prepared for the future.

Today, we remember that Dr. Martin Luther King Jr.’s tireless pursuit of justice and equality is still a work in progress. Every day, his legacy inspires us to build stronger communities and to strive for a better, more unified world.

Planning for retirement has changed drastically over the years as retirement vehicles such as pensions become increasingly less common while costs continue to rise. Make sure you understand these common retirement risks as you determine the right plan for you.

Seven Big Retirement Risks to Avoid People are living longer and costs keep climbing, increasing the odds that you'll outlive your retirement savings. Here are some tips from a retirement pro to help you prevent that.

California, Florida and Prague all made the list of top travel destinations of 2023 for Retirees. As you begin your travel planning for 2024 you may want to consider these and other destinations.

Top Holiday Destinations for Retirees in 2023 Forget your family's home — these are the best destinations for the holidays.

The Holiday season may be coming to an end, but travel remains in full swing. Make sure you are prepared for potential delays in your travel plans this year.

10 Best Airlines and Airports to Avoid Holiday Flight Delays Airlines Hawaiian and Delta have the least delayed departures, Frontier and Southwest the most. Airports El Paso and San Juan worst for delays, study shows.

The holidays are a time to reflect and spend time with loved ones as we prepare for the New Year. Happy Holidays to all, wishing you a season filled with joy and love!

You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It!

You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It! Set yourself up for success by knowing what you want out of retirement, getting a grip on your spending needs and wants and then regularly checking whether you’re on track.

Interest rates have been on the rise leading many to beg the question “when will rates return to their normal lows?” However, it may be unlikely. After nearly 15 years of unprecedently low rates it seems that the new highs may be here to stay.

Read on to learn more about the risks and benefits of high interest rates.

The Era of Super-Low Interest Rates Could Be Over: The Kiplinger Letter We’re likely never going back to the super-low interest rates that prevailed in late 2019 and early 2020.

Every estate plan should be customized to fit the needs of that family. Read more here to learn how to get started.

Estate Planning? Four Strategies for Leaving Assets to Your Heirs No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.

Black Americans are investing and saving more. Here's how advisors can win new clients - https://bit.ly/fin-planning-blackinvestors

Black Americans are investing and saving more. Here's how advisors can win new clients While new data shows Black individuals investing more, the trend has been driven by a focus on riskier investments.