After the crash of 2008 – 2009, the stock market has been going up for 9 long years, one of the longest bull markets in history. However, in 2018 the […]
Are You Uncomfortable With the Losses You Might Have Incurred in October 2018? Read More »
7 ways the Tax Cuts and Jobs Act could impact retired investors A great deal has changed under the recent Tax Cuts and Jobs Act. Many changes may be for
7 Ways the Recent Tax Reform Could Affect Your Retirement Investments Read More »
The pros and cons of diversifying your asset portfolio with a Fixed Index Annuity (FIA) There are many ways to preserve or grow your wealth at retirement. But before investing,
By Craig Kirsner, MBA, Nationally-Recognized Author, Speaker, Retirement Planning Professional and President of Stuart Estate Planning Wealth Advisors The trusted handshake concept is set to tighten up under a new
Understanding How Broker-Dealers Make Their Money – and Handle Yours Read More »
A detailed, customized analysis that speaks to your retirement needs and risks While it would be nice if one investment strategy worked to provide a financially-secure retirement for everyone,
No Two Retirees Look Alike – And Neither Do Their Investment Strategies Read More »
Some mistakenly believe that variable annuities are an always attractive investment option because they provide guaranteed income for life The promise of retiring while still receiving a paycheck is an
Why Many Retirees Should Stay Away from Variable Annuities Read More »
You\’ve worked hard to build your nest egg. To protect it, for yourselves and for your heirs, follow this set of golden rules. We’ve seen this movie before — sky-high
7 Golden Rules for Investing and Advanced Estate Planning Read More »
Hi, like many of our clients we are charitably inclined… I believe it\’s important to give back to those less fortunate than ourselves. So we have created an auction dinner
Tax benefits and sunshine: What’s not to love? For many reasons including the great weather, many people choose to purchase property and spend time in Florida. Florida also has several
These shared principles mean shared success “Craig, you said that one of the things Warren Buffet looks for is someone he enjoys spending time with. How do you know whether it