Understanding Today’s Financial Environment
Welcome, I’m Brendan Dolan, a financial professional in Spring Lake, NJ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (732) 359-6672.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
A few strategies that may help you prepare for the cost of higher education.
To choose a plan, it’s important to ask yourself four key questions.
Here are six flags that may make your tax return prime for an IRS audit.
The tax rules that govern donating art are complex and confusing. Take a closer look.
There are things about Social Security that might surprise you.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Investors seeking world investments can choose between global and international funds. What's the difference?
How do the markets usually react to elections? Was the 2016 election any different?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.