Broker Check

Blog

Monday, June 3, 2024

LGBTQ+ couples can benefit from financial planning but often have unique circumstances that require specific strategies. Knowing where federal and state laws may impact a financial plan is essential, whether the couple is married or...

Tuesday, May 28, 2024

This month’s Retirement Readiness newsletter features helpful information about starting a Roth IRA for a teen child/grandchild, understanding "sequence of returns" risk, how to craft a good password, and considerations for...

Friday, May 3, 2024

If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time is the bracing reality that...

Friday, May 3, 2024

This month’s Retirement Readiness newsletter features helpful information about aligning retirement wishes with retirement reality, calculating your social security benefit, assessing insurance needs for empty nesters, and a checklist...

Thursday, April 4, 2024

This month’s Your Money Matters newsletter contains helpful information about preparing to grow wealthy as a couple, targeting college prep milestones, important considerations when donating stock, and tips for raising healthy kids....

Show All

Friday, March 8, 2024

This month’s Your Money Matters newsletter contains helpful information about the importance of selecting a trusted contact, a humorous infographic for determining your risk tolerance, preparing for future health issues, and...

Friday, February 2, 2024

This month’s Your Money Matters newsletter contains helpful information about managing your taxable income, a brief primer about life insurance, protecting your assets with an umbrella policy, and the importance of inventorying...

Friday, January 12, 2024

The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last...

Tuesday, January 2, 2024

This month’s Your Money Matters newsletter contains helpful information on tips for changing unhealthy behaviors, important considerations for your investment philosophy, alternative uses for college savings plans, and...

Saturday, December 2, 2023

This month’s Your Money Matters newsletter contains helpful information about how biases affect your financial choices, the link between debt and stress, important considerations before tapping retirement savings to pay for a...

Tuesday, November 14, 2023

Geeta K. Brana, founder of Geeta Brana Wealth, a premiere Wealth Management Services firm for women and founder of W.H.E.E.L. (Women Helping to Educate & Enhance Life), announced today that she has been recognized by NJBIZ, as one of...

Wednesday, November 1, 2023

This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of...

Tuesday, October 10, 2023

October is Estate Planning Awareness Month. If you’re like most people, you’ll do just about anything to protect your loved ones. Yet many of us fail to consider or prepare for the inevitability of death, which can result...

Sunday, September 24, 2023

The number of people filing for divorce after 50 is rising.  One in three people who file for divorce in the United States today is older than 50, according to the Journal of Gerontology, and The American Bar Association notes that the 50+

Thursday, September 14, 2023

Geeta K. Brana, founder of Geeta Brana Wealth, a premiere Wealth Management Services firm for women and founder of W.H.E.E.L. (Women Helping to Educate & Enhance Life), announced today that she has been recognized by NJBIZ, as one of...

Thursday, August 31, 2023

This month’s Your Money Matters newsletter contains helpful information about managing an inheritance, foundational steps for building wealth, a helpful checklist when dealing with the loss of a loved one, and important steps to...

Saturday, August 12, 2023

Recently, I’ve counseled many successful single moms who are happily single and have made a decision to stay unmarried amidst the pressure to be part of a couple. Many divorced women I counsel look at being single as an...

Thursday, August 3, 2023

Money can trigger powerful negative emotions in relationships involving control, respect, power, inadequacy, and self-worth. In 2023, financial insecurity remains a significant source of tension and conflict in romantic and family...

Wednesday, August 2, 2023

This month’s Your Money Matters newsletter contains helpful information about how inflation impacts your portfolio, why it's important to control your future by creating a will, understanding equity compensation, and insuring...

Tuesday, August 1, 2023

Your college-bound teen will need countless check-list items before you drop them at college. Don’t forget the need for insurance.

Monday, July 24, 2023

If your child is approaching college and you're behind on education savings, it can feel like hitting the snooze button too many times. But it’s okay -- there’s still some time to potentially address college costs!

Thursday, July 6, 2023

When I meet with clients, it’s not unusual for me to come across debt in their portfolio. This always prompts the million-dollar question, “Is it better to use my income to pay off debt or save for retirement?

Tuesday, July 4, 2023

Take time to celebrate our freedom.HAPPY INDEPENDENCE DAY!

Thursday, June 22, 2023

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take a look at how marriage will impact your...

Thursday, June 1, 2023

#studentloan #forgiveness

Friday, April 28, 2023

Gaining a clear understanding of your finances can not only help you stay out of the red but also ease any negative feelings or anxiety related to your bank account. 

Friday, March 31, 2023

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...

Tuesday, March 28, 2023

Nowadays, it’s pretty difficult to define what a “traditional” family unit looks like – they literally come in all shapes and sizes. For decades, the number of single-parent households in the U.S. has been...

Monday, February 20, 2023

It’s worth thinking about money as something with which you have a complex relationship. Your money (and more broadly your personal finances) is not a fixed entity, but rather a complex of data points, challenges and...

Wednesday, February 1, 2023

Our Your Money Matters Newsletter features helpful content on disability insurance, the benefits of time when you start saving early, asks the question, “Active or Passive Investing: Which Is Better?”, and notes a few...

Monday, January 16, 2023

Financial Infidelity Sets Off Alarm Bells. Investor's Business Daily (IBD) interview with Geeta Brana on the complexities surrounding Financial Infidelity and how advisors can help their clients. January 16, 2023.

Friday, January 6, 2023

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you'll want to take a look at how marriage will impact your financial...

Friday, December 30, 2022

Are you ready to Level-Up in 2023? W.H.E.E.L (Women Helping to Educate and Enhance Life) invite you for a Ladies Level Up Party. Reserve your seat below and join us for an evening of wine, networking, inspirational talks, & more.

Wednesday, December 28, 2022

2023 is here! I’m sure most of you have set New Year resolutions for health, relationships, work and some other things. As a woman, setting your financial goals should be as important as other goals. So, here are my top tips to help you!

Wednesday, December 14, 2022

‘I’m sure there are men who are great advisers.’ But here’s the No. 1 reason women often prefer to talk with another woman about money...Click on link to see full article: https://www.marketwatch...

Monday, December 5, 2022

This month’s Your Money Matters newsletter features tips to selecting personal finance apps, an overview of the average American budget, a quick guide to checking if you have unclaimed money, and the pros and cons of prepaid debt...

Tuesday, November 15, 2022

Happy November. As we move into the season of giving thanks, we can all feel thankful for a bit of good news about the markets. Stocks soared during October, with value stocks outperforming growth as earnings season kicked into high...

Wednesday, November 2, 2022

Our Your Money Matters newsletter features the 3 groups most stock market analysis falls into, the importance of protecting your home against flood loss, common pitfalls to avoid during a divorce, and ideas on how to stop wasting money...

Tuesday, November 1, 2022

I created a “Women Focused” wealth advisory practice because I wanted to help women bridge the confidence gap when it comes to investing. With extensive global investing experience and a career that spans over 24 years and...

Friday, October 28, 2022

ARE YOU READY FOR RETIRMENT?You have saved and funded your retirement, and now it is time to think about spending your savings. But how do you take the money you’ve saved and make it last? The NextPhase Retirement Income Planning...

Wednesday, October 19, 2022

The most frequent question I get asked by investors is "How do I reach $1 million of investable assets?" Let's face it: we all don't make millions of dollars a year, and the odds are that most of us won't receive a large windfall...

Sunday, October 2, 2022

Our Your Money Matters Newsletter features money tips for newlyweds to prevent a rift, the real cost of a vacation home, how to make the tax code work for you, and how smart investors know to separate emotion from fact. Hope you...

Thursday, September 8, 2022

Our Retirement Readiness newsletter features a focus on women preparing for retirement, gets to the bottom of when you need a will, takes a look at the importance of your Trusted Contact, and asks a loaded question: what can a million...

Tuesday, August 23, 2022

We often focus on growing our income and our businesses but don’t always focus on growing our wealth! Well, we are going to provide you with timely education and much more about wealth development for long term sustainability,...

Tuesday, June 7, 2022

This month’s Your Money Matters newsletter features tips on budgeting after a divorce, understanding free credit score reports, what could happen if you invested instead of buying more stuff, and the true cost of raising a child...

Friday, May 6, 2022

Critical Conversations To Have Before Saying "I Do"

Monday, April 25, 2022

This month's Your Money Matters newsletter features how to spot credit trouble, the latte lie and other myths, how much is enough in your emergency fund, and some information on worldwide currency!

Monday, March 21, 2022

Our Monthly Retirement Readiness Newsletter discusses managing retirement expectations while maintaining optimism for the future, includes a pre-retirement check list, and a few quick videos! See what a $1 million portfolio can buy you.

Wednesday, January 5, 2022

Women wield a huge amount of influence over the economy, and their impact is only likely to grow.

Saturday, September 25, 2021

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take a look at how marriage will impact your...

Monday, May 3, 2021

This month’s Your Money Matters newsletter features some tips on budgeting after a divorce, a brief video on choosing a mortgage, how disability insurance may be a good way to protect your income and savings, along with some fun...

Tuesday, April 13, 2021

Please see attached my upcoming article in Monmouth County Woman Magazine - "Introducing Geeta Brana Wealth". During the past few months, I have been working hard to complete the construction of my new brand and website. This new...

Sunday, March 21, 2021

This month’s Your Money Matters newsletter features the lowdown on those free credit scores, tips to teach your children how to manage money, financial tips for newlyweds, and a quick video on how to set up your financial foals...