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.
Explaining the Fixed Index Annuity (FIA) – A Better Alternative to Bonds according to Ibbotson Research
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, you want to be sure that you understand each option and the risks involved. It’s…
Understanding How Broker-Dealers Make Their Money – and Handle Yours
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 SEC rule The role of a broker-dealer is to offer secure financial advice and investment…
No Two Retirees Look Alike – And Neither Do Their Investment Strategies
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, the truth is there is no such thing. You can’t rely on stereotypes or generic,…
Why Many Retirees Should Stay Away from Variable Annuities
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 exciting prospect. But while it is true that variable annuities can provide income, they may…
7 Golden Rules for Investing and Advanced Estate Planning
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 stock prices, sky-high real estate prices, and the Fed raising interest rates. We also saw…
Charity auction steakhouse dinner package for 2 and book. If you know of any upcoming charity events we have a steakhouse dinner and book raffle package to donate for their auction so please let us know!
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 package to donate to any upcoming charity events that you may know of for them…