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Category: Investment Planning

Burgos & Brein Wealth Management   »  Investment Planning
A Couple Getting Help Planning for Retirement

Navigating the Complexities of Retirement Planning: Insights for 2025

March 25, 2025  /  Investment Planning, Medicaid, Medicare Planning, VA Aid & Attendance

As we step into 2025, retirement planning has become more complex than ever. With shifting […]

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long term care insurance

Understanding Long-Term Care Insurance: What Seniors Need to Know

September 2, 2024  /  Investment Planning

Introduction As we age, the likelihood of needing some form of long-term care (LTC) increases. […]

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senior couple having consultation with doctor

Estate Planning: Who Should Inherit Your Wealth?

September 1, 2024  /  Investment Planning

Introduction Estate planning is a crucial aspect of financial planning that ensures your wealth is […]

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asset protection

Common Mistakes in Asset Protection and How to Avoid Them

August 30, 2024  /  Investment Planning

Introduction Asset protection is a critical component of financial planning, aimed at safeguarding your wealth […]

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Financial Planning for Long-Term Senior Care

August 28, 2024  /  Investment Planning

Introduction As we get older, the likelihood of needing long-term care increases. Long-term senior care encompasses […]

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investment risks

Understanding Investment Risks

August 16, 2024  /  Investment Planning

Introduction Investing can be one of the most effective ways to grow wealth over time, […]

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Diversify

The Importance of Diversifying Your Investment Portfolio

August 13, 2024  /  Investment Planning

Introduction In the world of investing, one golden rule stands out: diversification. It’s a concept […]

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Investment Planning

Maximizing Income from Investments: Strategies and Tips

August 2, 2024  /  Investment Planning

Achieving financial security and building a steady income stream is a goal for many, whether […]

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Election Blog

Don’t Let Elections Derail Your Retirement Strategy

July 22, 2024  /  Investment Planning

How might the upcoming election impact your retirement savings? Or should you change your investment strategy based on the current political climate? These are typical concerns for many investors, as elections can create uncertainty.

Elections tend to evoke many emotions—whether fear, excitement, or something in between. This emotional state often leads people to make rash financial decisions they later regret.

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Recent Posts

  • Navigating the Complexities of Retirement Planning: Insights for 2025
  • Burgos & Brein Wealth Management Expands Services Nationwide
  • Medicare Savings Programs: How to Reduce Out-of-Pocket Costs for Low-Income Beneficiaries
  • The Interplay Between Social Security and VA/Medicaid/Medicare Benefits: Maximizing Your Retirement Income
  • VA Aid and Attendance for Surviving Spouses: A Comprehensive Guide

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