Michael J. Branda Financial Services

8 Wynden Oaks Dr. Houston, TX 77056

Phone:

713-426-1870

E-mail:

michael@michaelbranda.com

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Michael J. Branda

(p) 713-426-1870

(f) 713-426-0333

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Newsletters

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Accumulation

Estimate the future value of your current savings.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Securities and investment advisory services are offered through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, 1 National Life Drive, Montpelier, VT 05604. 800-344-7437. Michael J. Branda Financial Services and all other entities referenced are independent of Equity Services, Inc. unless otherwise noted.
Michael J. Branda is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Texas. Michael is also insurance licensed in Texas. TC7475919(1224)3

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Check the background of this financial professional on FINRA's BrokerCheck

Check the background of this financial professional on FINRA's BrokerCheck