michaelrbrennan.com

Preserving Retirement Wealth

Michael Brennan, CFP. 22 S Holmdel Road, Suite 4. Markets at a Glance. Help with Those Envelopes. In behavioral finance, dividing your money into separate envelopes is called mental accounting. Sometimes, each envelope has a different purpose or came from a specific source that you remember. Most everyone does this (including me) and, in general, its a mistake. In many cases we dont know about our clients envelopes, and thats fine. However, if we are aware of their other assets then we can adjust wha...

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Preserving Retirement Wealth | michaelrbrennan.com Reviews

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Michael Brennan, CFP. 22 S Holmdel Road, Suite 4. Markets at a Glance. Help with Those Envelopes. In behavioral finance, dividing your money into separate envelopes is called mental accounting. Sometimes, each envelope has a different purpose or came from a specific source that you remember. Most everyone does this (including me) and, in general, its a mistake. In many cases we dont know about our clients envelopes, and thats fine. However, if we are aware of their other assets then we can adjust wha...

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Preserving Retirement Wealth | michaelrbrennan.com Reviews

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Michael Brennan, CFP. 22 S Holmdel Road, Suite 4. Markets at a Glance. Help with Those Envelopes. In behavioral finance, dividing your money into separate envelopes is called mental accounting. Sometimes, each envelope has a different purpose or came from a specific source that you remember. Most everyone does this (including me) and, in general, its a mistake. In many cases we dont know about our clients envelopes, and thats fine. However, if we are aware of their other assets then we can adjust wha...

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michaelrbrennan.com

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Preserving Retirement Wealth

http://www.michaelrbrennan.com/Preserving-Retirement-Wealth.3.htm

Michael Brennan, CFP. 22 S Holmdel Road, Suite 4. Markets at a Glance. Every aspect of our firms' operations reflect the idea that our primary aim is to Preserve Our Clients Wealth. To that end, we offer all the services you expect from a full service financial services firm, and more:. Insurance and annuity products. Group Health Insurance Planning. Business Retirement Plans - SIMPLE IRA, 401k, SEP, Pension. 22 S Holmdel Road, Suite 4. Percent Difference (when noted with %) otherwise Last Price.

2

Tax Library : Preserving Retirement Wealth

http://www.michaelrbrennan.com/learning_center/tax_library

Michael Brennan, CFP. 22 S Holmdel Road, Suite 4. Markets at a Glance. We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies. Access IRS tax forms. Find your tax rate. Tax terms from A to Z. View key dates for the upcoming tax season. Educate yourself on tax-advantaged investing. Federal Income Tax Calculator.

3

Who is Michael Brennan? : Preserving Retirement Wealth

http://www.michaelrbrennan.com/Michael-Brennan.4.htm

Michael Brennan, CFP. 22 S Holmdel Road, Suite 4. Markets at a Glance. Who is Michael Brennan? Michael Brennan is a Certified Financial Planner with more than 16 years of experience helping clients Preserve their Retirement Wealth. By education, he has a BS in Mechanical Engineering from North Carolina State University and a Masters In Business Administration from Augusta State University. 22 S Holmdel Road, Suite 4. Percent Difference (when noted with %) otherwise Last Price. OSX Oil Service Sector Index.

4

Preserving Retirement Wealth

http://www.michaelrbrennan.com/learning_center/videos

Michael Brennan, CFP. 22 S Holmdel Road, Suite 4. Markets at a Glance. One survey found that 50% of current retirees had to retire earlier than they expected. Source: Employee Benefit Research Institute, 2015. These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. A Wild Ride: Understanding Market Volatility. Open Video New Window. Open Video New Window. Open ...

5

Preserving Retirement Wealth

http://www.michaelrbrennan.com/market_watch/portfolio

Michael Brennan, CFP. 22 S Holmdel Road, Suite 4. Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). 22 S Holmdel Road, Suite 4. Percent Difference (when noted with %) otherwise Last Price. OSX Oil Service Sector Index. Enter stock ticker symbol:. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Markets at a Glance. Securities and Advisory Services offered through Calton Associates, Inc., Member FINRA.

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Preserving Retirement Wealth

Michael Brennan, CFP. 22 S Holmdel Road, Suite 4. Markets at a Glance. Help with Those Envelopes. In behavioral finance, dividing your money into separate envelopes is called mental accounting. Sometimes, each envelope has a different purpose or came from a specific source that you remember. Most everyone does this (including me) and, in general, its a mistake. In many cases we dont know about our clients envelopes, and thats fine. However, if we are aware of their other assets then we can adjust wha...

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