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The Facts About Income Tax The Other Sure Thing Rightsizing for Retirement

Helping Individuals

We can help take some of the mystery out of preparing for your financial future.

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Retirement Planning

When to take Social Security.

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Investment Strategies

Guidance that can help you understand and better define your financial goals.

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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.

Helpful Content

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Surprises

Making the most of surprises is a great reason to work with us.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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