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.
Does Your Retirement Portfolio Fit You? How much Risk do you Really Want?
If you’re not unsettled after the stock market action of early October 2018, then you weren’t paying attention. The Dow Industrials were gaining and losing several hundred points, not daily but hourly!1 This is not an accident. It’s all part of the more-volatile, more uncertain…
Stock Market Storm Trackers Have Their Eyes on the Skies
The conditions are looking increasingly favorable for a hurricane of a stock market correction to form. Luckily, like with most hurricanes, investors have time to prepare. Plotting the course of the stock market can help us mitigate risk, much like plotting a hurricane’s trajectory. Tornadoes…
Are You Uncomfortable With the Losses You Might Have Incurred in October 2018?
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 market has been quite volatile after many years of very low volatility. For example, October…
7 Ways the Recent Tax Reform Could Affect Your Retirement Investments
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 the better, some for the worse, and some hardly noticeable at all. What matters is…
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…