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Are You Uncomfortable With the Losses You Might Have Incurred in October 2018? on stuartplanning.com

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 saw the S&P 500 down 6.9% and tech stocks took…
Understanding How Broker-Dealers Make Their Money – and Handle Yours on stuartplanning.com

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 opportunities to clients. Both aspects of the job require different…
No Two Retirees Look Alike – And Neither Do Their Investment Strategies on stuartplanning.com

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, well-meaning advice on strategy, even if it comes from so-called “experts.”…
7 Golden Rules for Investing and Advanced Estate Planning on stuartplanning.com

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 how those times ended in 2001 and 2008. At this…

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

7 Steps to Change Your Domicile to Florida

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…