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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The latest trends in travel reflect a rich menu of exciting new possibilities.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Building wealth requires protection from the forces of wealth destruction.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Around the country, attitudes about retirement are shifting.
Making the most of surprises is a great reason to work with us.
Understanding the cycle of investing may help you avoid easy pitfalls.