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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Four vacation destinations you might never have thought of.
Your credit score may influence how much you pay for auto and home insurance.
The federal government requires deceased individuals to file a final income tax return.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Women must be ready to spend, on average, more years in retirement than men.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.