Knowledge Center

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.

How to Start Investing and Saving for Retirement With Little Money

Featuring Craig Kirsner

You don’t need to have a high income to start saving for retirement. There are effective ways for people with little money to begin to build wealth for the future.

Here’s how to invest for retirement with little money:

— Pay yourself first.

— Automate the process.

— Get a company match….

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If I Had a Billion Dollars

Featuring Craig Kirsner

Many lottery ticket holders are already planning how to spend that first million of the $1.28 billion Mega Millions jackpot up for grabs tonight.
Channel 9 went to an expert to find out what you should do first if you are the lucky winner. One said to hold on to that money if you get it.

“First thing you should do is absolutely nothing,” said Craig Kirsner with Stewart Estate Planning. “First thing, go out and get an amazing CPA and tax accountant so that before you even go in and claim your winnings, you’re prepared.”

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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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