Blog

financial planning

Navigating Finances for DINKs and SINKs

In my 38 years of experience, I’ve noticed a distinct difference in how DINKs and SINKs approach their assets. Unlike individuals planning for generational wealth transfer, DINKs and SINKs often focus on maximizing the use of their wealth during their lifetimes.

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General Retirement

How To Retire Without Fear

It’s not just about saving for retirement; it’s about strategically preparing for the lifestyle changes and financial realities that come with it.

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financial planning

Understanding Asset Allocation For Financial Goals

How can we navigate the complexities of asset allocation in financial planning, to balance the rate of return, savings, and time to reach financial goals? That’s just one topic we’re covering in our latest podcast episode, all about setting your new year up for financial success.

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OR WATCH THE SHORTS

TUNE INTO THE "Ask The PlanMan" PODCAST

Welcome to ASK THE PLANMAN, hosted by Bruce Weinstein.

Each week Bruce will feature a guest to talk with and bring you insights and strategies to help you make educated financial decisions. Bruce brings his expertise with over 35 years of experience, helping thousands of clients reach their goals and objectives. The Planman believes everyone should have a PLAN!

Come Ask the PLANMAN – we want to HEAR from YOU.

New episodes are released bi-weekly every Monday.

Write Bruce: [email protected]

Text the word Planman to 321-421-5213 or call 1-844-PLANMAN