Five Dumb Money Moves

April 25, 2013 At DM Brenner we guide our clients through the inevitable twists and turns of life so that they can arrive at financial success. A few weeks ago, the Wall Street Journal published an article outlining Five Really Dumb Money Moves You’ve Got to Avoid. We...

Enhancing our Clients’ Experience with eMoney

April 17, 2013 We are pleased to announce a valuable enhancement to our practice that brings our financial planning process straight to your computer or mobile device. We have partnered with eMoney to connect you with an interactive financial planning website that...

Catch-Up Contribution Eligibility

February 7, 2013 We would like to remind you that you are eligible to start making catch-up contributions during the calendar year that you turn 50 – even if you have not turned 50 yet! Making these additional contributions to your retirement plan is a great way...

Taxes Rise For High Earners as Congress Remedies Fiscal Cliff Fall

January 24, 2013 We would like to share this article on the recent tax changes approved by Congress. Taxes Rise For High Earners as Congress Remedies Fiscal Cliff Fall, Putnam These measures will have a significant impact on high-income earners, i.e individuals with...

Key Items to Consider Before Year End

December 11, 2012 With the election behind us, budget discussions ongoing, and an uncertain tax policy ahead of us, we would like you to be aware of a few year-end planning opportunities that may be relevant.  For now, we are assuming that there will be no bipartisan...