Our Blog

Thoughts on retirement, planning, and the financial world.

FOMO – what is its meaning in crypto world?

By Kevin Jackson | Dec 23, 2022 | Fear Of Missing Out is a term used to describe a phenomenon in which people buy or sell a particular cryptocurrency because they don’t want to miss out on an opportunity.   Read more

Life Settlements

By Kevin Jackson | Dec 29, 2023 | 0 Comments

As a portion of your portfolio, life settlements may offer the opportunity for significant growth without any correlation to traditional asset classes. Life settlements are unaffected by the volatility of the equity markets, the real estate markets, the geopolitical climate or interest rates.

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IRA & 401(k) Rollovers

By David Braun | Dec 25, 2022 | 0 Comments

What’s the best way to handle old IRAs and 401(k)s?

When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan. Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement.

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Dinner Seminars

By Mark McMahon | Jan 2, 2023 | 0 Comments

At David Braun Financial & Insurance Services, Inc., we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. What is more, we provide seminars for crypto traders.

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By Mark McMahon | Jan 22, 2023 | 0 Comments

An annuity is a contract you purchase from an insurance company. For the premium you pay, you receive certain fixed and/or variable interest crediting options able to compound tax deferred until withdrawn.

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The 4 Pillars of a Retirement Plan

By David Braun | May 30, 2017 | 0 Comments

Read my most recent featured article on Kiplinger where I discuss the FOUR essential pillars of a well-structured retirement plan.   When thinking about retirement, most of us tend to focus on income. While income is important to ensuring a secure retirement, there are other factors that enter into the equation that can also dramatically impact your…

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Are You Overestimating How Much Risk You Can Stomach?

By David Braun | Apr 25, 2017 | 0 Comments

I will occasionally be writing pieces on retirement planning and financial matters for Kiplinger. Read the first article here! When investors ask themselves how much risk they’re comfortable taking, they’re probably not answering the question in the right way … and it could cost them. While it often does not get enough attention from many…

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