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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Rightsizing for Retirement
What does your home really cost?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Gaining a better understanding of municipal bonds makes more sense than ever.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Tips on insuring your teen driver.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Are you ready for retirement? Here are five words you should consider.
Making the most of surprises is a great reason to work with us.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are hundreds of ETFs available. Should you invest in them?