Brandon Sussman, CFP - Traction Wealth Management

Brandon Sussman, CFP - Traction Wealth Management Our firm offers comprehensive financial planning for court reporters, pre-retirees, and retirees.

We focus on retirement and distribution planning, tax mitigation strategies, and investment management.

08/12/2026

When Should San Diego Residents Claim Social Security? Watch this webinar to learn more!

Last weekend I got to spend time with the future generation of motocross. I have partnered with OnTrack Scholarship Race...
07/13/2023

Last weekend I got to spend time with the future generation of motocross. I have partnered with OnTrack Scholarship Race. This organization provides scholarship money for young racers to use towards college or private school. We help the parents set up 529 plans so the money can grow while their child does. Looking forward to the next event!

Excited to announce my webinar with the NCRA (National Court Reporters Association). My mother has been in the court rep...
06/23/2023

Excited to announce my webinar with the NCRA (National Court Reporters Association). My mother has been in the court reporting industry for over 20 years, and I have seen first hand some of the unique challenges they face when it comes to financial planning. Please share this education focused webinar with any court reporters in your world.

Live webinar @ 7:00 pm Eastern - Financial Planning takes new meaning when you do not have group benefits through an employer. Brandon will spend time going through some of the biggest financial issues self-employed individuals face and how to get organized. Some of the topics include retirement pla...

If you want to get a head start on your 2022 financial goals, let’s talk about how to do it.
12/15/2021

If you want to get a head start on your 2022 financial goals, let’s talk about how to do it.

You don’t have to wait until January to start working on your 2022 money goals. Here are practical steps you can take now before the new year.

Chief Investment Strategist Brent Schutte goes beyond the headlines and explains there’s more to the inflation story.
12/14/2021

Chief Investment Strategist Brent Schutte goes beyond the headlines and explains there’s more to the inflation story.

Inflation remains elevated, but labor market momentum could ease pricing pressures. That and more in Northwestern Mutual’s Market Commentary for the week of Dec. 13, 2021.

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2022. Here are the new numb...
12/13/2021

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2022. Here are the new numbers.

Tax brackets can be confusing. We explain how you can use them to estimate your tax bill.

If you have any questions about year-end financial tasks, let’s talk.
12/10/2021

If you have any questions about year-end financial tasks, let’s talk.

This month, wrap up your holiday shopping and make a plan to reduce your taxes. Here are 5 ways to improve your finances in December.

See Chief Investment Strategist Brent Schutte’s take on the Fed Chairman’s word choice about inflation.
12/07/2021

See Chief Investment Strategist Brent Schutte’s take on the Fed Chairman’s word choice about inflation.

Fed Chairman Jerome Powell talks inflation, but are markets listening to what he really said? We explore that and more in Northwestern Mutual’s Market Commentary for the week of Dec. 6, 2021.

Reach out if you have questions about your retirement planning.
12/07/2021

Reach out if you have questions about your retirement planning.

Calculating the taxes you’ll pay in retirement is a key factor in financial planning for your golden years. Here are some the best states to retire tax-wise.

Address

4438 Ingraham Street #2002
San Diego, CA
92109

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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