by David C. Branch | Feb 4, 2026 | blog, David C. Branch, Education, Finance
Advances in healthcare and improved living standards mean people are living longer than ever before. While increased longevity is a positive development, it also introduces significant financial challenges in retirement. Longevity risk, the possibility of outliving...
by David C. Branch | Feb 4, 2026 | blog, David C. Branch, Education, Finance
For decades, work provides a predictable paycheck that supports daily living and long term goals. Retirement marks a major shift. Instead of earning income from employment, retirees must create their own paycheck from accumulated savings and investments. Adopting a...
by David C. Branch | Sep 24, 2025 | blog, David C. Branch, Education
Inflation is an inevitable part of any economy, gradually eroding the purchasing power of your money over time. While modest inflation is normal, prolonged periods of rising prices can significantly impact savings and investment returns. To safeguard your wealth, it...
by David C. Branch | Jun 3, 2025 | blog, David C. Branch, Education
When it comes to growing your wealth, it is not just about how much you earn from your investments. It is also about how much you keep after taxes. Tax efficient investing is the practice of structuring your investment strategy in a way that minimizes the impact of...
by David C. Branch | Mar 6, 2025 | David C. Branch, Education, Finance
When people think of passive income, stocks and real estate often come to mind. While these traditional assets can be excellent wealth builders, they aren’t the only options for generating long-term, low-effort income. For those looking to diversify their revenue...
by David C. Branch | Feb 3, 2025 | blog, David C. Branch, Education, Finance
Money is more than just numbers—it’s deeply tied to emotions, habits, and psychological patterns. The way we spend, save, and invest is often influenced by subconscious beliefs formed through personal experiences, cultural norms, and societal pressures. Understanding...
