David Braun Financial & Insurance Services, Inc. Blog

We help individuals and families work toward achieving their ideal retirements.


By Mark | August 1, 2019 | 0 Comments

UPLAND, CA – AUGUST 1, 2019 – MARK MCMAHON, FINANCIAL ADVISOR AND MANAGING PARTNER, DAVID BRAUN FINANCIAL has earned the Chartered Financial Consultant ®  ChFC ®  professional designation from The American College of Financial Services. Candidates for the ChFC ®  designation must complete a minimum of eight college-level courses and 18 hours of supervised examinations.…

Is your savings account working hard enough?

By webteam | October 17, 2018 | 0 Comments

You may have heard recently that the Federal Reserve raised interest rates again. Specifically, they raised the target for the Fed Funds rate, putting it at 2.00% to 2.25%. I can hear you yawning already… STOP! Before you move on, ask yourself when was the last time you checked the interest rate you’re earning on…

Falling Assets

By webteam | January 5, 2018 | 0 Comments

Here’s some good news: The Center for Retirement Research (CRR) at Boston College reports that between 2013 and 2016, households led by someone between age 55 and 64 in the second-highest income quintile had an increase in retirement income. These wealthy households more than doubled their combined 401(k)/IRA assets – to a median total of…

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