Brandon Renfro is a journalist and Certified Financial Planner (CFP®) specializing in personal finance topics. With a focus on providing practical advice and information, Brandon's articles cover a range of topics including retirement planning, tax strategies, investment options, and financial planning for different life stages. His work has been featured in various publications and platforms, including SmartAsset, Yahoo Finance, The Herald-Press, and Yahoo Sports UK.
Preston is the artificial intelligence that powers the Intelligent Relations PR platform. Meet Preston
United States (National)
Brandon Renfro's articles predominantly focus on personal finance, particularly retirement planning and tax strategies. His coverage indicates a preference for investment analysis and how-to guides related to personal finance.
To effectively reach out to Brandon, consider offering expert insights or practical advice on retirement planning, tax strategies, or investment analysis aimed at financial advisors or individuals approaching retirement age. Additionally, pitches should align with the national scope of his coverage in the United States.
This information evolves through artificial intelligence and human feedback. Improve this profile .
By: Brandon Renfro
What is the benefit of having a trust versus a will? We own our home, have a rental property and we have no debt. My husband and I are retired and both have IRAs, over $500,000 in the stock market and approximately $100,000 in CDs. We have three grown children – one is a stepchild. […] The post Ask an Advisor: What’s the Benefit of Having a Trust vs. Will? We Own 2 Homes, Have IRAs and Another $600k in Assets appeared first on SmartReads by SmartAsset.
By: Brandon Renfro
What is the benefit of having a trust versus a will? We own our home, have a rental property and we have no debt.
By: Mark Henricks, Brandon Renfro, Arturo Conde
As part of your due diligence, conduct a thorough background check before choosing a financial advisor to manage your investments, retirement or estate planning.
and return of principal at maturity. This combination of features can make these assets attractive for investors looking to preserve capital while earning a predictable income stream.
By: Mark Henricks, Brandon Renfro, Arturo Conde
Fixed-income relative value investing is a strategy that can offer opportunities for investors seeking to enhance their returns and manage risk within a fixed-income portfolio. These strategies require significant expertise and access to advanced tools and technologies and are generally reserved for use by hedge funds and institutions. However, for sophisticated investors they may be able to provide a valuable edge in capitalizing on market inefficiencies.
By: Brandon Renfro
I'm 62 and currently working but my spouse passed away when I was 60. He waited until age 70 to take his Social Security.
estate plan for a blended family can be complex and lead to tensions if it's unclear.
High-income earners have many opportunities to enhance their retirement savings through strategic planning and the use of different financial tools. Maximizing contributions to retirement accounts, leveraging Roth conversions and taking advantage of specialized plans, could help you optimize your tax efficiency and grow your wealth over time. Additionally, considering asset location and using flexible savings accounts can help you make the most of your resources.
By: Brandon Renfro
7-min read A man reviews his assets and expenses as he builds a financial plan for retirement.
By: Brandon Renfro
Although everyone is different from a tax bracket standpoint, at what tax bracket does it makes sense to start converting your 401(k) into a Roth 401(k) and pay the taxes upfront?
(833) 317-6278 
