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Blog

Row of townhomes
Jeremy Bryant | Feb 27, 2024

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Jeremy Bryant | Feb 20, 2024

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Read More
A brain surrounded by circles representing brain waves
Jeremy Bryant | Feb 13, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Jeremy Bryant | Feb 6, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Woman writing in a paper planner with a pen
Jeremy Bryant | Jan 30, 2024

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Person holding jar of coins with a 'savings' label
Jeremy Bryant | Jan 23, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Jeremy Bryant | Jan 16, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Businesswoman looking at her phone
Jeremy Bryant | Jan 9, 2024

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Read More
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Jeremy Bryant | Jan 2, 2024

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read More
Mother and daughter cooking and laughing
Jeremy Bryant | Dec 26, 2023

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Read More
Group of young professionals in a meeting. They are in a casual office setting
Jeremy Bryant | Dec 19, 2023

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
Read More
Woman in a suit holding a piece of paper. She is in an office setting.
Jeremy Bryant | Dec 12, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Read More

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Breese Financial Group LLC and Jeremy Bryant offer Investment advice through Brookwood Investment Group, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Brookwood”). Brookwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Brookwood are available at http://www.brookwoodinvestmentgroup.com. Additional information pertaining to Jeremy Bryant and/or Brookwood’s registration status, its business operations services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

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