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Blog

Two elderly people sitting on a bench looking at the sea
Jeremy Bryant | Jun 20, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Two yellow balloons with smiley faces on them
Jeremy Bryant | Jun 13, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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A man sitting on a bench watching a plane take off
Jeremy Bryant | Jun 6, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Close up portrait of child giving two thumbs up
Jeremy Bryant | May 30, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Jeremy Bryant | May 23, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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A teenager holding a yellow and blue longboard talking to her friend
Jeremy Bryant | May 16, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Jeremy Bryant | May 9, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Jeremy Bryant | May 2, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Jeremy Bryant | Apr 25, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A couple working in their kitchen together
Jeremy Bryant | Apr 18, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Jeremy Bryant | Apr 11, 2023

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Hand holding a large bundle of balloons
Jeremy Bryant | Apr 4, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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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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