Blog
Exciting Updates from Geeta Brana Wealth
Geeta Brana Wealth is entering an exciting new chapter with a move to a private office at Bell Works this August. Following a recent feature in Barron's, the firm continues to grow while enhancing the client experience.
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10 Key Facts About Social Security Benefits
I’ve attached a concise guide outlining key considerations before claiming benefits. While Social Security may seem straightforward, the timing of when you elect to take it can have a permanent impact on your overall retirement income....
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Your Monthly Market Newsletter, MAY 2025
May has arrived, following a turbulent month of concerns about how tariffs will impact the economy and potentially increase risk of a recession. Consumer attitudes worsened more than expected in April according to recent data, as...
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5 Questions to Help Determine if a Roth IRA Conversion is Appropriate for You.
Wouldn't it be nice to pay less income tax in retirement? One way is with a tax-advantaged strategy called a Roth IRA conversion. This action can help lower your taxable income later in retirement. A Roth IRA conversion involves...
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Your Monthly Market Newsletter, January 2025
Happy New Year! 2025 is here, bringing optimism about the year ahead (thanks to a resilient economy). It also brings some uncertainty about stubbornly-high inflation and how policies proposed by the incoming Trump administration could...
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Thematic Outlook for Markets in 2025
We strive to keep you regularly updated with important market changes and news. Please find the Thematic Outlook from Jay Jacobs, Blackrock's U.S. Head of Thematic and Active ETF's. This commentary provides insights into the structural...
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December 2024: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about things your financial professional should know, how to maximize charitable donations, why periodically rebalancing your portfolio can be beneficial, and...
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November 2024: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about making the most of your income, understanding generational differences (and similarities!), considerations when selecting a mortgage, and facts you need to...
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The Financial Impact of Caring for Those with Dementia
Caring about the health and welfare of loved ones is a daily occurrence for all of us. But as you may already know, caring for someone with dementia can be challenging and emotionally draining. And what is often overlooked is the...
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Election 2024 and The Bottom Line
Election years, particularly presidential elections, traditionally come into focus after Labor Day. This is when many American voters become fully engaged with the process. With that in mind, I often get the question: “Politics aside,...
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Victim of Online Fraud?
Keeping your PII (personally identifiable information) safe in today’s online environment is more challenging than ever. There may not be one simple solution for protecting your digital identity, but there are steps you can take to...
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October Is Breast Cancer Awareness Month
October brings to mind the beauty of the leaves changing colors and a time to enjoy the colder weather. But October also holds another meaning for millions of people: it’s Breast Cancer Awareness Month. Based on the numbers, there’s a...
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What does the Election mean for the Stock Market
Fall is officially in full swing, kids are back in school, Halloween costumes are being discussed and anxiety over political outcomes is peaking. Often our clientele, regardless of political perspectives, will express angst when it...
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We're Never Too Busy To Help Someone You Care About
For us, trust is everything. When our clients trust us, we can help them go even further in pursuit of their goals. That’s why we go out of our way to earn, and keep, your confidence. One of the surest signs of trust is when a client...
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Learn the Estate Planning Essentials
You’ve worked hard to establish a legacy you can be proud of, one that your family can continue to build upon for years to come. And as you know, a comprehensive estate plan is an essential piece of your financial puzzle. However,...
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October 2024: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about universal life insurance, how benefits vary depending on when you take social security, thoughts about the potential impacts of AI on the economy, and a "to...
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Market Update — Out with the Old (Rate Hike Cycle) in with the New (Rate Cut Cycle)
The Federal Reserve finally acted on the long-anticipated, and hotly debated, first rate cut, which ended the tightening policy that saw the fed funds rate upper bound at 5.5%. The Fed cut the overnight rate by 50 basis points (bps) to...
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Countdown to the Fed’s September Meeting
Anticipation is growing for the Fed’s next two-day policy meeting, which ends on September 18, 2024. And with good reason! If the Fed decides to cut short-term interest rates, it would be the first adjustment to be lower in more than...
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September 2024: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how putting off investment decisions can have unintended consequences, the importance of knowing the difference between emotional and strategic decisions,...
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See Ya, Summer! 👋 Hello, September!
As the dog days of summer wind down, it’s almost time to fall into our next season! Soon, the air will turn crisp, and the leaves will start changing color, ushering in a new season of opportunities to gather with loved ones and...
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August 2024: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how Boomers and Millennials differ, ways emotional bias can adversely affect your decisions, considerations about when to retire (if at all), and a guide...
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July 2024: Retirement Readiness
This month’s Retirement Readiness newsletter features helpful information about what to do if you experience a data breach, steps to take when a loved one passes, understanding how spending changes during retirement, and important...
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6 Reasons Why Women Need Long Term Care - Closing The Gender Gap
Long-term care planning is important for everyone, but it is arguably most important for women. Why? Longevity and caregiving. Women live longer than men Women need more long-term care than men. Women receive more LTC insurance...
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8 Financial Planning Tips for LGBTQ Couples
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...
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June 2024: Retirement Readiness
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...
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5 Types of Insurance Your College Student May Need
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...
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May 2024: Retirement Readiness
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...
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April 2024: Your Money Matters
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....
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March 2024: Your Money Matters
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...
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February 2024: Your Money Matters
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...
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Make 2024 Your Best Year Ever
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...
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January 2024: Your Money Matters
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...
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December 2023: Your Money Matters
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...
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GEETA BRANA RECOGNIZED BY NJBIZ - BEST 50 WOMEN IN BUSINESS (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...
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November 2023: Your Money Matters
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...
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These Important Documents Can Protect Your Loved Ones
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...
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'Gray Divorce' is on The Rise. Here's What Women Need to Know
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+
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GEETA BRANA RECOGNIZED BY NJBIZ - BEST 50 WOMEN IN BUSINESS (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...
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September 2023: Your Money Matters
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...
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Why Women Are Refusing To Remarry After Divorce
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...
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The Impact of Money On Relationships
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...
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August 2023: Your Money Matters
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...
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5 Types of Insurance Your College Student May Need
Your college-bound teen will need countless check-list items before you drop them at college. Don’t forget the need for insurance.
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Late-Stage College Planning
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!
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Should I Pay Off Debt or Save?
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?
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Stars and stripes; family and friends
Take time to celebrate our freedom.HAPPY INDEPENDENCE DAY!
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Planning For Marriage - Financial Tips For Women
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...
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How To Apply For Student Loan Forgiveness
#studentloan #forgiveness
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Feeling Stressed About Money? You're Not Alone!
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.
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5 Reasons Why Women Need to Invest
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...
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Financial Planning Tips for Single Parents
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...
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The Psychology of Money: What You Need To Know To Have A (Relatively) Fearless Financial Life
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...
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February 2023: Your Money Matters
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...
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Financial Infidelity Sets Off Alarm Bells - Feature Article in Investor's Business Daily, Jan 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.
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Checklist for Newlyweds
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...
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Women, Wealth, & Well-Being Event
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.
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How Women Can Get Smart About Money in 2023
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!
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Are Women Investors Better Off Hiring A Female Financial Planner?
‘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...
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December 2022: Your Money Matters Newsletter
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...
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October’s Surge Holds Hope
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...
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November 2022: Your Money Matters
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...
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Financial Services at Geeta Brana Wealth
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...
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Are You Ready For Retirement?
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...
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7 Simple Steps to $1 million
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...
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October 2022: Your Money Matters
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...
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September 2022: Retirement Readiness Newsletter
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...
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Geeta Brana Wealth is on Social Media!
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,...
Read MoreJune 2022: Your Money Matters
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...
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Critical Conversations To Have Before Saying "I Do"
Critical Conversations To Have Before Saying "I Do"
Read MoreMay 2022: Your Money Matters
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!
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April 2022: Retirement Readiness Newsletter
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.
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Planning Makes A Difference
Women wield a huge amount of influence over the economy, and their impact is only likely to grow.
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Planning For Marriage - Financial Tips For Women
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...
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May 2021: Your Money Matters
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...
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Monmouth County Woman Magazine May 2021 Issue - Introducing Geeta Brana Wealth
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...
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April 2021: Your Money Matters
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...
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