Resources

Planning Resources

Financial Planning Is A Journey

Your financial future demands a road map along with professional, consistent attention to details. Let Branch Planning come along side you and provide you with direction and assurance.

2024 Tax Season Updates and Tips

Filing your 2024 taxes can be simple when you’re prepared. When you understand recent changes in tax laws to determine which tax credits and deductions you’re eligible to take. The end of the 2024 tax season for most Americans is April 15, 2024, so if you still need to file 2023 taxes, take notice of these credits and deductions to help make filing your taxes more straightforward. The earned income tax credit If you[...]

The Psychology of Spending: Mindful Money Habits

Understanding the psychology of spending is crucial in today’s consumer-driven society. On the surface, our consumption habits are about fulfilling needs or wants. However, delving deeper, we find that psychological factors significantly influence our spending habits. In personal finances, ‘mindful money habits’ indicate a financially conscious and thoughtful approach to spending and saving. To shift from reckless to mindful spending, it is imperative first to comprehend the relationship between psychology and our spending habits.[...]