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Knowledge Is Power What matters most to our clients matters most to us.

After decades spent accumulating a nest egg, retirement is the time to enjoy life on your terms — doing whatever motivates and excites you. The best days of your life start now.

The professionals at Kirsner Wealth Management have spent decades building our combined wealth of knowledge and insights to bring to our clients. We are dedicated to helping turn your retirement dreams into your retirement reality. We’re happy to provide the following resources to address your most pressing retirement questions.

The Financial Storm On The Horizon: 4 Ways A Recession Might Play Out

Americans are becoming more pessimistic about what the coming year could hold for them financially, with a Gallup poll1 reporting that 48 percent say the economy is worsening, up from 45 percent in December and 36 percent in October. But if bad news is what…

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Why a Minimum Wage Hike Unfortunately Won’t Be a Good Thing

By Craig Kirsner, MBA, Nationally-Recognized Author, Speaker, Retirement Planner, and President of Stuart Estate Planning Wealth Advisors. While a minimum wage hike sounds good on the surface, it actually won’t be a good thing in reality and here’s why: As of 2017, the number of…

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Estate Planning: What Does “Per Stirpes” Mean?

By Jack Owen, Jr. Esquire, CPA, Estate Planning Attorney and CPA, and Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors This old Latin term means keeping your assets in your family bloodline … or does it? Keeping wealth in the family is a…

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Estate Planning: Is a Will Enough?

By Jack Owen, Jr. Esquire, CPA, Estate Planning Attorney and CPA, and Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors You may think that creating a will is the first and only necessary step in estate planning. It’s not. You should also consider…

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What Is Probate and Why Should You Endeavor to Avoid It?

The probate process can last for more than a year and can be expensive. By planning ahead, you can ensure that your estate won’t enter probate after your death. If a deceased person created a will before their death, the estate could enter probate after…

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Dynasty Trust: How to Leave Your Estate to Your Loved Ones (Not your In-Laws)

It’s possible to bequeath your assets exactly where you want them to go   Sometimes, we just don’t get along with our in-laws. And when it comes to leaving a financial legacy, many of us have a strong preference as to whom should gain from…

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