In this blog post, we seek to address potential future benefit cuts, restore solvency, and minimize anxiety around Social Security - providing an overview of rising concerns, highlighting recent events, and more.
The team at Braun-Bostich & Associates provides nine things to consider in the current market and economy, including tips on minimizing taxes, rebalancing your portfolio, considering a Roth conversion, using charitable donations advantageously, and more.
Embarking on retirement heralds a transformative chapter in life. By strategically prioritizing and consulting with a financial advisor, you can craft a retirement blueprint that might exceed your wildest dreams.
When determining whether or not you have enough money to retire, there are many factors to consider, and the size of a nest egg is most certainly not “one size fits all”. Learn about these factors and other retirement considerations.
Find out everything you need to know about charitable remainder trusts (CRTs), which are vehicles that move highly appreciated assets into income producing assets over a period of years, with the remainder of the donated assets going to your favorite charity or charities.
Are you missing out on opportunities for growth by timing the market? Do THIS instead.
Before you retire, make sure you have all your ducks in a row. Here are 5 things every education professional should do before they retire.
Selecting an experienced, professional financial planner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
Do you want to transcend what is possible with your wealth? Learn more about Amy Braun-Bostich and why she may be the right fit for you!
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.
