As your retirement date nears, you likely feel the conflict between needing to grow your portfolio, so that it will sustain you for potentially 30+ years, and the simultaneous need to protect your portfolio from catastrophic losses.
A recent Wall Street Journal article highlighted some common retirement planning misperceptions – For example: You’ll probably retire earlier than expected.
Most people associate financial planning with investment management, when in fact investment planning is only a small piece of the financial planning process.
When investors pulled out of 529 plans during the economic downturn, insurance companies shifted their marketing to capture a growing portion of the college savings market.
We all know that the decision to start or grow a family is based upon many factors other than finance, but none-the-less, having children is expensive.
With the stock market reaching new heights, some investors may be backsliding into their pre 2008 bad habits. We all learned valuable lessons from the crisis.
Recently the Wall Street Journal published a number of articles outlining common financial mistakes that should be avoided both in the important accumulation years and in retirement.
In our practice, we talk a lot about integrating the science of financial analysis with the art of human understanding.
At DM Brenner we guide our clients through the inevitable twists and turns of life so that they can arrive at financial success.
We are pleased to announce a valuable enhancement to our practice that brings our financial planning process straight to your computer or mobile device.