Brandon Gregg, CFP®

Schedule a time to talk to Brandon NOW

Brandon is a Lafayette-based financial advisor and is excited to share his financial planning experience as an advisor with the community.

Brandon was born and raised in the greater Lafayette area. He is a proud alumni of the Purdue Financial Planning School and a Certified Financial Planner®.

Brandon, and his wife are currently raising their two young sons in the Lafayette area.

Recent Publications

How long is the life insurance payout process?

The timing of insurance payouts depends on how quickly the claim paperwork is filled out. Each state has guidelines on how long a carrier must get a payout done after receiving a claim. Learn more by clicking below.

READ MORE INCLUDING BRANDON’S INSIGHTS ON MONEYGEEK.COM

Important Numbers you need to know

There are lots of important numbers that you need to keep in mind when planning. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference you need.

Download your 2025 guide HERE.

Finishing off your planning for this year?

Download your 2024 guide HERE.

$500,000 Life Insurance Insights

There are a lot of life insurance policy types; they could be term or whole life with different riders attached producing different outcomes based on the policyholders’ wants and needs. In simple terms, a $500,000 policy will pay out that sum as a death benefit to a beneficiary when the owner passes away. Typically, these funds are earmarked for a purpose to the beneficiary. It may be to leave a legacy, pay off specific debts (mortgage, college funding, etc.) in the case of premature death, or provide an income stream to a spouse for a period of time.

READ MORE INCLUDING BRANDON’S THOUGHTS ON MONEYGEEK.COM

How does life insurance work?

Life insurance is a financial tool that can address various needs like funeral costs and income replacement. Understanding how it works can help you make the right choices to secure your family’s financial future.

READ MORE INCLUDING BRANDON’S THOUGHTS ON MONEYGEEK.COM

How to Recover Financially from a Divorce

Seven steps to protect what is yours, disentangle what is shared and start budgeting and saving to achieve your goals

READ MORE INCLUDING BRANDON’S THOUGHTS ON NEXTAVENUE.ORG

Social Security Retirement Age: Americans Want Biden or Trump to Lower It

The ongoing debate over retirement age has become a big topic this election year. Joe Biden and Donald Trump have talked about Social Security and whether to lower the retirement age.

READ MORE INCLUDING BRANDON’S THOUGHTS ON GOBANKINGRATES.COM

Sizing Up the Retirement Savings Shortfall

A survey finds median retirement savings of 55-year-olds is just 10% of the target that financial experts advocate

READ MORE INCLUDING BRANDON’S THOUGHTS ON NEXTAVENUE.ORG

5 Investing Strategies That Could Help You in a Recession

Economic uncertainty in recent months has sparked some fears of a recession.

READ MORE INCLUDING BRANDON’S THOUGHTS ON GOBANKINGRATES.COM

Best Debt Consolidation Loans

Based on MoneyGeek’s analysis, First Tech stands out as the best overall lender for debt consolidation. Alliant Credit Union is excellent for borrowers with good credit, whereas Happy Money is the best option for those with bad credit. Truist is preferable for same-day funding.

According to Experian, American consumers had a total debt of $17.1 trillion in the third quarter of 2023, with mortgage debt comprising nearly two-thirds of all consumer debt, followed by auto loans, student loans and credit cards. Consolidating multiple debts can streamline your finances by combining them into a single loan, often with a lower interest rate.

READ MORE INCLUDING BRANDON’S THOUGHTS ON MONEYGEEK.COM

3 Reason a Trump second term could be a boon for Boomers

Check out gobankrates.com article on the potential impact of the 2024 elections.

READ MORE INCLUDING BRANDON’S THOUGHTS ON GOBANKINGRATES.COM

Best first credit cards for no credit

No credit? First credit Card? Read more below!

READ MORE INCLUDING BRANDON’S THOUGHTS ON MONEYGEEK.COM

3 Reasons a Biden Second Term could be a boon for Boomers

Check out gobankrates.com article on the potential impact of the 2024 elections.

READ MORE INCLUDING BRANDON’S THOUGHTS ON GOBANKINGRATES.COM

Americans’ top 5 financial regrets

In many ways, 2023 was a surprisingly good year for the U.S. economy. Inflation cooled, stocks rallied and the Fed promised to start cutting interest rates. And yet, at the start of 2024, many Americans looked back on their finances with regret.

READ MORE INCLUDING BRANDON’S THOUGHTS ON FINANCIAL-PLANNING.COM

Saving for Retirement is HARD

Want to get started on saving for retirement? Nothing good is easy – read the article on MoneyGeek to read Brandon’s expert advice.

Want to start your journey toward financial independence? Start with MoneyGeek and Brandon in this article on how to choose investments, identify risks and set yourself up for success as a beginner.