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Blog

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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Hand holding a page with several charts on it
Jeremy Bryant | Mar 28, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Jeremy Bryant | Mar 21, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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A black and white image of a couple laughing
Jeremy Bryant | Mar 14, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Jeremy Bryant | Mar 7, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Toddler standing at the bottom of a stone staircase
Jeremy Bryant | Feb 28, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
Jeremy Bryant | Feb 21, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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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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