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

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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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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