by David C. Branch | Sep 24, 2025 | blog, David C. Branch, Finance
Dual-income households often enjoy greater financial flexibility than single-income households, but managing money together can present unique challenges. Combining incomes, coordinating spending habits, and aligning financial goals require communication, planning,...
by David C. Branch | Sep 24, 2025 | blog, David C. Branch, Finance
Investing is no longer solely about financial returns. Increasingly, investors are seeking to align their portfolios with their personal values, focusing on environmental, social, and governance (ESG) criteria. ESG investing has grown rapidly in popularity as...
by David C. Branch | Sep 1, 2025 | blog, David C. Branch, Finance
Money is not just about numbers on a spreadsheet. While financial literacy and investment strategies matter, the way we think and feel about money plays an equally important role in shaping financial outcomes. Our mindset, past experiences, and emotional triggers...
by David C. Branch | Sep 1, 2025 | blog, David C. Branch, Finance
Planning for retirement involves more than just deciding how much to save. One of the most important choices you will face is whether to contribute to a Roth or a Traditional retirement account. Both options can help you build a strong financial future, but the...
by David C. Branch | Aug 5, 2025 | blog, David C. Branch, Finance
People are living longer than ever before. While increased life expectancy is a positive development, it also presents new challenges—especially when it comes to retirement planning. A longer life means a longer retirement, and that can significantly increase the...
by David C. Branch | Aug 5, 2025 | blog, David C. Branch, Finance
When it comes to building long-term wealth, few forces are as powerful as compound interest. Often called the eighth wonder of the world, compound interest allows your money to grow faster by earning interest not just on your original investment, but also on the...
