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Jack Branch

About Jack Branch

Jack has a passion for helping clients understand what their potential can be over trying to just meet ones needs. With so much misinformation about retirement strategies, he believes in using an objective approach, considering why one is saving, exit strategies out of a business, risk management, and how to make sure that you have options if life throws you curveballs before you get to enjoy retirement. Web Sites: jackbranch.retirevillage.com |
www.branchwealthstrategies.com

Office: (504) 520-8048 | Cell: (985) 778-1387 | Branch Wealth Strategies

Articles by Jack Branch


Jack Branch
Jack has a passion for helping clients understand what their potential can be over trying to just meet ones needs. With so much misinformation about retirement strategies, he believes in using an objective approach, considering why one is saving, exit strategies out of a business, risk management, and how to make sure that you have options if life throws you curveballs before you get to enjoy retirement. Web Sites: jackbranch.retirevillage.com | www.branchwealthstrategies.com

Office: (504) 520-8048 | Cell: (985) 778-1387 | Branch Wealth Strategies

Having a 401k or IRA is great, but do you know how to turn it into income when you retire?

February 9, 2022/in Retirement Planning/by Jack Branch

“Would you get a divorce and leave your money with your ex to manage? If you answered “No!” then you might want to think twice about leaving your 401k with your employer.”- Jack Branch Due to its’ inherently volatile nature, the stock market will always experience ups and downs. Unfortunately, boom and bust cycles and […]

Business Succession

August 1, 2021/in Estate Planning/by Jack Branch

According to California-based exit planner Bill Black, “85% of small businesses have done no planning, leaving their families and employees at risk.” In addition, survey after survey indicates that Baby Boomer and Genx business owners have done little to prepare for the day when they will no longer work in their businesses. Unfortunately, exiting a […]

Clean Out The Junk Drawer Of Your Mind

February 4, 2020/in Investing/by Jack Branch

If you’re like most of us, there’s at least one designated junk drawer in your home. This is the “drawer of no return,” the place for rubber bands, loose batteries, coupons, cables, cords, pennies, nail files, anything and everything without a permanent home. The frustration of a junk drawer, of course, is that it becomes […]

What Is The Rule Of 72

October 6, 2019/in Investing/by Jack Branch

What is the “Rule of 72” And Why Does It Matter to You? “In wanting to know of any capital, at a given yearly percentage, in how many years it will double adding the interest to the capital, keep as a rule [the number] 72 in mind, which you will always divide by the interest, […]

Three Reasons 401(k)s May Not Be Suitable For Some Investors

September 10, 2019/in Retirement Planning/by Jack Branch

There was a time in the not-so-distant past when the “theory of decreasing responsibility” was a viable way of determining how to plan one’s retirement. This theory, which formed the nucleus of retirement planning for decades, held that as people get older, their financial responsibilities will decrease. For example, the mortgage will typically be paid […]

Proceed With Caution Using An Annuity In A Trust

August 10, 2019/in Estate Planning/by Jack Branch

I am not a tax attorney, nor do I play one on TV.   I am, however, a financial guide who understands the need for thorough, complete estate planning. In recommending trusts to many of my clients and prospective clients, I have run across situations in which someone wanted to use a trust differently than […]

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