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.
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…
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…
A Second Opinion: How Important Is It to Your Financial Health and Well-Being?
It’s time to take the wheel and put your financial advisor and retirement plan to the test It’s almost second nature to seek a second opinion before moving forward with big life decisions. When it comes to your physical health, for example, medical professionals can…
Target-Maturity Bond Funds and ETFs: Opportunities and Pitfalls
These investment vehicles have specific uses – such as building a bond ladder and diversification –but be aware of their limitations Target-Maturity Bond Funds and ETFs allow a person to access a portfolio of bonds with a targeted maturity date with a low-cost structure (in…
My Financial Predictions For 2019 and Beyond
Just as I warned at the end of 2005 – that the Real Estate Bubble was soon to burst with a recession following – all that I have been warning about this year in my book and on Kiplinger, Yahoo Finance, Fidelity.com, Nasdaq.com, my blog,…
Painless Ways to Downsize During Retirement
Tips to simplify your life and cut costs We’ve seen this movie before — sky-high stock prices, sky-high real estate prices and the Fed raising interest rates. We also saw how those times ended in 2001 and 2008. At this point, my retired clients want…