Posts by Craig Kirsner, MBA

Stock Market Storm Trackers Have Their Eyes on the Skies

Stock Market Storm Trackers Have Their Eyes on the Skies on stuartplanning.com

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 smaller than hurricanes. They strike hard and largely unexpectedly.…

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Why Many Retirees Should Stay Away from Variable Annuities

Why Many Retirees Should Stay Away from Variable Annuities on stuartplanning.com

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 not be a suitable investment for retirees. It can be…

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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 to help raise money for their charity.   It includes…

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7 Steps to Change Your Domicile to Florida

7 Steps to Change Your Domicile to Florida on stuartplanning.com

Tax benefits and sunshine: What’s not to love? For many reasons including the great weather, many people choose to purchase property and spend time in Florida. Florida also has several significant tax benefits for its residents; however, qualifying for these benefits depends on whether Florida is your primary residence. Two of the best Florida tax…

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