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expense analysis

The Replacement Ratio Method: How Much Income Do You Really Need in Retirement?

Retirement planning can seem daunting, but there are easy techniques to estimate your retirement income. One of these methods is the replacement ratio, a simple calculation that provides valuable insights into your financial situation after retirement. In this blog post, we will explore everything you need to know about the replacement ratio and how to […]

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Bradford Pine Wealth Group Garden City, New York Wealth income in retirement

The True Evolution of Investing: Personalized Customized & Tax efficient

One of the major benefits of being an independent advisor is the ability to evolve and enhance my clients’ investment strategy choices. At the Bradford Pine Wealth Group (BPWG), we’re always on the lookout for more effective ways to offer my clients personalized, risk managed, and tax sensitive portfolios. As an independent advisor, I’m not […]

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stock market volatility

Stock Market Volatility, Geopolitics, and Midterms Elections– Oh My! Should You Be Worried?

If you’ve spent any time watching market news this year, you’ve likely experienced the roller coaster of recent stock performance. I’ve had a lot of questions about whether it’s different this time, or whether we’re heading for a tough correction. There are a lot of factors involved in this year’s market volatility, but that doesn’t […]

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Bradford Pine Wealth Group, Wealth Advisor Garden City, NY, cyber security

Thanks to Equifax, Your Social Security Number (SS#) Could Be Compromised: Here are 4 Steps to Protect Yourself

As a wealth advisor, I usually write about informative and educational topics like preparing for retirement, helping your kids fly the nest, and making better investment decisions. But in light of the recent Equifax hack, along with similar hacks at Target, Yahoo!, and others – and the common misperceptions about them – I think it’s […]

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