At Braeburn Wealth Management we are committed to building strong client relationships.
We rely upon these principles to accomplish this:
- Reliable, proactive and meaningful conversations with clients.
- A thorough understanding of our client's circumstances including their goals and objectives, as well as their changing financial situations and needs.
- Reliable, timely and informative communication. We accomplish this through proactive phone conversations, in person meetings and reviews, weekly newsletters, informational seminars and e-mail communications.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here are 4 great, and sometimes unexpected, places to raise a family.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Knowing your options when a CD matures can help you make a sound investment decision.
Is your estate in order? This short quiz may help you assess your overall strategy.
Tips on insuring your teen driver.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you have causes that you want to support with donations? Here are three tips.
Recent changes in estate tax laws could affect the strategy you have in place.
With alternative investments, it’s critical to sort through the complexity.
Around the country, attitudes about retirement are shifting.