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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This worksheet can help you estimate the costs of a four-year college program.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
What is your plan for health care during retirement?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
With alternative investments, it’s critical to sort through the complexity.
Recent changes in estate tax laws could affect the strategy you have in place.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.