Geeta Brana Wealth

07/13/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

07/13/2026

Divorce is more than a legal process—it's a financial transition.

Whether you're contemplating divorce, currently navigating it, or rebuilding your life afterward, the financial decisions you make today can shape your future for years to come.

Questions about retirement accounts, Social Security, taxes, budgeting, investments, insurance, and long-term financial security are often more complex than people realize.

As a Certified Divorce Financial Analyst® (CDFA®), I help women understand these financial decisions so they can move forward with clarity and confidence.

I've created a complimentary guide, "Navigating Divorce: Getting Back on Solid Financial Ground," that covers many of the financial issues women should consider before, during, and after divorce.

If you'd like a copy, simply email me at [email protected], and I'd be happy to send it to you.

Knowledge empowers better decisions—and you don't have to navigate this journey alone.

07/09/2026

☀️📚 Summer vibes with a twist of finance! What's on your money reading list? 📖 Whether you're an armchair sociologist or a budding historian, find the perfect beach books for the summer. Dive into wealth history, timeless tactics, strategic thinking, and epic trades. Turn some pages and level up your financial reading!

07/06/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

07/06/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

07/04/2026

HAPPY INDEPENDENCE DAY

06/29/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

06/22/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

06/15/2026

Are you considering a FIRE retirement? Learn the basics here.

06/10/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?