Brandt Financial Concepts, Inc.

09/09/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

09/03/2026

Every Queen needs a throne… and Galena had one waiting for me. 👑 It’s in a brewery, but still - appreciated.
Of course, the Queen of Long-Term Care Planning & Funding never travels without a trusted member of Royal Court.
Sophie takes her duties very seriously She knows I’m certified in Long-Term care and wants the Galena community to be educated. 🐘
Galena is Jim, Sophie and my home away from home.

09/02/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

09/02/2026

Medicare and supplement enrollment doesn’t need to make your head spin!
Due to the overwhelming demand, I’m back with an encore presentation of Medicare Made Simple – When I’m Age 64 or More, hosted by Elderwerks Educational Services, as part of my Table Talk Series™.

Whether you’re approaching Medicare age or are currently enrolled in Medicare with a traditional supplement or Advantage, join me for a simple, fun and educational conversation about:

✓ What Medicare and traditional supplements do and do not cover
✓ New Preventive Benefits available
✓ Strategies for filling the gaps
✓ Longevity and wellness tips
✓ Ideas to reduce the cost of Plan G

Tuesday, September 8, 2026
6:00–7:00 PM + Q&A
Virtual via Zoom

This is an educational class, not a sales seminar. We will not be focusing on any particular company or plan.
Reservations are required.
RSVP through Elderwerks: 847-462-0885 or [email protected].

Carol Brandt, CLTC®
Queen of Long-Term Care Planning & Funding

08/26/2026

Currency has been around for a long time. Here's a quick history lesson.

08/26/2026

Apparently, even the Queen of Long-Term Care Planning can’t resist a walk on the wild side. 👑
While visiting Door County, I ran into an old friend who offered to show me around. Bigfoot was perfectly charming… but Sophie doesn’t look entirely convinced. 🐘
I’m pretty sure she’s wondering why she wasn’t invited along.
Don’t worry, Sophie. You’re still my favorite mascot when helping people with Long-Term Care Planning and Funding.

08/19/2026

Sophie and I are overwhelmed - in the very best way! 🐘❤️
What a wonderful surprise to see the generosity of all who contributed school supplies for the Palatine Township Back-to-School Program. Backpacks, pens, notebooks, crayons and so much more—all headed into the hands of local students as they begin a new school year.
A heartfelt thank you to everyone who donated. Your generosity is a wonderful reminder of what happens when a community comes together.
We all know an elephant never forgets so Sophie was on hand to remind everyone that the Queen of Long-Term Care educates and prepares people of ALL ages for their futures. 🐘📚✏️

08/19/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

08/12/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

08/05/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.