Craig Kirsner, Investment Adviser Representative
President, Stuart Estate Planning Wealth Advisors
Craig Kirsner, MBA, is a nationally recognized author, speaker and retirement planner, whom you may have seen on Kiplinger, Fidelity.com, Nasdaq.com, AT&T, Yahoo Finance, MSN Money, CBS, ABC, NBC, FOX, and many other places. Craig is the author of Retire With Confidence: Preserve and Protect Your Wealth And Leave A Legacy and creator of the Preserve and Protect Retirement System. He has an MBA in finance from Florida International University. He is an Investment Adviser Representative who has passed the Series 63 and 65 securities exams and has been a licensed insurance agent for 25 years.
Phone: 800.807.5558
Website: www.stuartplanning.com
The Elimination of the Stretch IRA: 7 Strategies to Consider
retirement
The Elimination of the Stretch IRA: 7 Strategies to Consider
Some, like Roth IRA conversions, will be familiar possibilities. Others, including spray trusts and strategic disclaiming of spousal IRAs, might be ne…
March 5, 2020
Mutual Funds vs. ETFs: Why Choose One When You Can Use Both?
investing
Mutual Funds vs. ETFs: Why Choose One When You Can Use Both?
One tends to be cheaper to own and the other tends to perform better during down markets. That's why I recommend going with a combo strategy.
September 2, 2019
What You Need to Know About the Shadow Banking System Now
banking
What You Need to Know About the Shadow Banking System Now
There's a chance that you may have a loan with a "shadow bank" and not even know it. What exactly are shadow banks, and what risks and rewards do they…
June 21, 2019
Retirees: Go Ahead and Spend More in the Go-Go Years
retirement
Retirees: Go Ahead and Spend More in the Go-Go Years
To have a happy, successful retirement, you need to do more than maximize your return on investment, you need to maximize your return on time.
June 13, 2019
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What Millionaire Investors Should Do in 2019
retirement
What Millionaire Investors Should Do in 2019
When you look at all that went on in 2018, it appears clear that my best advice for 2019, based on my financial predictions, would be to batten down t…
March 6, 2019
Stock Market Storm Trackers Have Their Eyes on the Skies
investing
Stock Market Storm Trackers Have Their Eyes on the Skies
The conditions are looking increasingly favorable for a hurricane of a stock market correction to form. Luckily, like with most hurricanes, investors …
November 12, 2018
Are Blue-Chip, Dividend-Paying Stocks Really ‘Safe’?
investing
Are Blue-Chip, Dividend-Paying Stocks Really ‘Safe’?
Big names can feel reassuring, but these companies aren't immune to stock market downturns ... due to outside forces or of their own making. From GE t…
October 15, 2018
7 Golden Rules for Investing and Advanced Estate Planning
investing
7 Golden Rules for Investing and Advanced Estate Planning
You've worked hard to build your nest egg. To protect it, for yourselves and for your heirs, follow this set of golden rules.
October 12, 2018
7 Myths About Variable Annuities: Exposing Their Dark Side
annuities
7 Myths About Variable Annuities: Exposing Their Dark Side
Once you learn the facts about variable annuities, you’ll see why they might not be as great a choice as they sound for retirees.
July 31, 2018
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What is the Central Bankers' Bubble and Will It Burst?
investing
What is the Central Bankers' Bubble and Will It Burst?
Easy-money policies across the globe have set us up for some rocky times ahead. Here's why, and what retirement savers and investors should be doing n…
July 2, 2018
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