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Contact Us
Brennan Financial Services
14785 Preston Road, Suite 780
Dallas, TX 75254
Phone: 972-980-PLAN
Fax: 972-980-7859
info@brennanfinancialservices.com
Street Smarts
Dividends vs. Growth with Stock
Most people invest to potentially grow their money over time. With traditional investing in stocks and bonds, you can grow your funds either through the value of your asset going up, or through receiving dividends. [more]
Employer Sponsored Payroll Deduction Retirement Plans
The tax laws have been changed to allow employers and employees to partner for the benefit of both parties. Employers provide pension plans for the specific purpose of attracting and maintaining good employees. Longevity of a successful company is important to the management of the organization. It costs money to set up a plan, interview potential investment companies that will manage the funds of the plan and separate companies to maintain the records of the plan which include the ongoing contributions and withdrawals by employee and employer. [more]
What Long-Term Retirement Investing Means
Years ago in corporate planning sessions, departments were requested annually to develop and maintain a budget that included projections on a one, three, five and ten year basis for expenses, sales and earnings. With the world moving so fast and new competitors taking market positions, five years is now considered to be long term in corporate planning. [more]
What are Roth IRAs?
Roth IRA are retirement plans that are designed to provide investors with another option to grow their money for retirement. They are funded through after-tax contributions, and the money grows tax-deferred while the funds are invested. If the Roth IRA owner has attained age 59 ½, AND the Roth IRA has been in place for at least 5 years, then the earnings may be withdrawn tax-free, which can be very beneficial in retirement years. Roth IRA accounts can be invested in most types of investment vehicles. [more]
Smart Gifts
Gifting can be an important part of financial planning with consideration give to both the donor and the recipient. Currently, the tax code allows taxpayers to gift up to $13,000 per year per recipient without taxes. And since these gifts don’t count against the lifetime gift exemption of $1 million and the estate tax exemption of $3.5 million, gifting is a smart way to share your estate. [more]
Women and Investing
Years ago, men took the lead on finances because they were the breadwinners. Women may have been in charge of the bills and the checkbook, but men were definitely responsible for the family’s retirement accounts. As we all know, times have changed in so many ways. More and more women have working careers. Also, women have a longer life expectancy than men and therefore are very likely to be the final decision maker in all matters. Money doesn’t have a gender preference, and women have as many compelling reasons to be as involved in and responsible for the family finances as are their male counterparts. [more]