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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Important items to consider when purchasing condo insurance.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
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.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Are Real Estate Investment Trusts right for your portfolio?
Recent changes in estate tax laws could affect the strategy you have in place.
Have you explored all of your choices when it comes to managing your taxable income?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Agent Jane Bond is on the case, covering how bond laddering works.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.