Help Preserve Your Retirement Assets and Leave a Legacy Our retired millionaire clients want to help preserve their wealth, reduce taxes and leave a legacy to their family after they’re gone. You’ve worked hard to build what you have, and now that you’re retired you want retirement strategies that allow you to feel in control of your money and financial future in retirement. FOUNDED IN 1972

Kirsner Wealth Management has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. Neither Kirsner Wealth Management or its representatives may give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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Kirsner Wealth Management’s Latest Videos:
Are you getting concerned about Stock Market Volatility and a Potential Recession?
Graph of Last 20 years of S&P 500 History

Please note, it is not possible to invest directly into the S&P 500® Index; this measure is provided solely as a gauge of overall market performance. Standard & Poor’s: “Standard & Poor’s®,” “S&P®,” and “S&P 500®” are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”). The historical performance of the S&P 500 is not intended as an indication of its future performance and is not guaranteed. This chart is not intended to provide investment, tax or legal advice. Be sure to consult a qualified professional about your individual situation. This chart does not take into account investment fees, so actual results may be different than depicted above. The down percentages shown above are from the top of the market to the bottom of the market in each down move without dividends. The up percentage is from July 8th, 2024 through November 11th, 2024 without dividends. Source: https://www.barchart.com/stocks/quotes/$SPX/interactive-chart.

Learn Strategies to feel in Control of your Money and Financial Future In Retirement We've seen this movie before: Sky-high real estate prices, sky-high stock market prices and we have our own ideas on how this movie is going to end, we just don't know when. Some retirees may be concerned about going through another 2008 type of crash again and might be looking for strategies designed to help minimize their risk, help preserve their wealth and leave a legacy to their family. We may help you come up with a strategy that is designed to help: Address the level of risk in your retirement plan and may help to lower that risk while using financial tools to generate retirement income. Provide diversification with potentially lower fees
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Fun Quarterly Client Events for Kirsner Wealth Management Clients
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Call 1-800-807-5558 to attend a dinner workshop at Ruth's Chris or Abe & Louie's Steakhouse in Boca Raton or Fort Lauderdale, Florida
Our retired millionaire clients want to help preserve their wealth, reduce taxes and leave a legacy to their family after they’re gone. You’ve worked hard to build what you have, and now that you’re retired you want retirement strategies that allow you to feel in control of your money and financial future in retirement.
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