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Bradford Pine Wealth Group
Phone: 516.747.5777, Cell: 516.662.8616
Brad is a wealth adviser and president of Bradford Pine Wealth Group, based in Garden City, N.Y. BP Wealth Group assists individuals and entrepreneurs to create wealth, simplify their lives and plan for retirement.
Honesty, integrity and reliability are the foundations of Brad's investment philosophy. His team of seasoned professionals bring a personalized approach to the life planning process, and individual attention is provided to every client, often building a life-long relationship.
If you don't want to set up a trust, a life estate can solve some possibly lengthy and costly problems for your heirs.
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For most people, the math says it's better to delay, but you have to consider your unique situation to make the right choice for yourself.
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They stand to pay higher dividends and protect you in a rising-rate environment, but can be complex investments.
Opening a 529 plan early and contributing often helped ease the financial burden of my child's education and let me focus on the difficulty of sending her off.
Consider your income needs and income sources when developing your retirement plan.
With an investment credit line, you may be able to score a substantial loan at a low rate.
Guiding your children toward good careers can help them (and you) gain financial independence.
Here are five questions to ask. And don't forget to check what your gut is telling you, too.