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Will You Be Able to Retire?
http://blog.bradpine.com/2014/08/02/will-you-be-able-to-retire
Garden City, New York Financial Advisor. Will You Be Able To Retire? August 2, 2014. Aside from the question of whether your spouse is ready for you to be around all day, making the decision to retire requires an enormous amount of preparation. How do you know if you’re ready? First: Know your expenses. That I created for my clients. Alternatively, you can search the internet for the countless online or software tools that link directly to your bank account, like Mint. The thought of downsizing can be a ...
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Lending Services | Bradford Pine
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Garden City, New York Financial Advisor. Use Your Investments to get a Much Cheaper Loan: Investment Credit Lines (ICL). June 6, 2016. You’ve probably heard of margin loans, but do you know about investment lines of credit (ICLs)? Like margin loans, ICLs are backed by the assets in your portfolio but are used for non-securities investments — meaning you can’t use them to buy stocks and bonds. In my experience, ICLs also tend to be cheaper and […]. Why Would I Offer My Clients Lending Services? Building A...
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Uncategorized | Bradford Pine
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Garden City, New York Financial Advisor. A “Happy Thanksgiving” Note – So Much To Be Thankful For! November 26, 2014. I try to provide educational articles throughout the year to help you make sense of financial planning, so you can secure the best possible future for yourself and your family. Now, as we approach Thanksgiving and the holiday season, I want to take a moment to give thanks. Thank you to my clients for your […]. A “Happy Thanksgiving” Note – So Much To Be Thankful For! November 26, 2013.
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Now That We're Paying for College, Will We be Able to Retire?
http://blog.bradpine.com/2014/11/01/now-that-our-daughter-is-in-college-will-we-ever-be-able-to-retire
Garden City, New York Financial Advisor. Now That Our Daughter is in College… Will We Ever be Able to Retire? November 1, 2014. My wife and I tried to do all the right things when it came to college planning. We started saving early on, opened 529 accounts, began campus visits when my daughter, Abby, was a freshman in high school, and signed up for her SAT training well ahead of time. But speaking as both a wealth advisor and a fellow parent, you have to have a game plan. Before you can figure out how mu...
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The Top Financial Planning Resolutions for the New Year
http://blog.bradpine.com/2014/12/19/the-top-financial-planning-resolutions-for-the-new-year
Garden City, New York Financial Advisor. The Top Financial Planning Resolutions for the New Year. December 19, 2014. My Financial New Year’s Resolutions. As a wealth advisor, I receive a lot of phone calls in January that deal with New Year’s resolutions about money. Of course, resolutions often come with negative associations. We’ve all been in the situation of getting really motivated at first, but seeing the enthusiasm fade quickly. Do you need to set one up? 1 I want to get my finances in order.
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Why Offer Lending Services? Jumbo Mortgages to Lines of Credit
http://blog.bradpine.com/2014/12/01/why-would-i-offer-my-clients-lending-services-from-jumbo-mortgages-to-lines-of-credit
Garden City, New York Financial Advisor. Why Would I Offer My Clients Lending Services? From Jumbo Mortgages to Lines of Credit. December 1, 2014. Part of achieving those goals often involves a new home or an investment in a business. I’m always looking to enhance the suite of services I offer to my clients, so I’m happy to announce that when someone comes to me with a question about these issues, I can now offer access to financing. And investment lines of credit. The importance of full service. In offe...
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Bradford Pine | Bradford Pine
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Garden City, New York Financial Advisor. Author Archive Bradford Pine. Building Additional Income in Your Portfolio: How to Invest in Preferred Stocks. July 29, 2016. With interest rates so low for so long, I’ve fielded a number of calls from clients looking for ideas for additional income/dividends. The question is always the same: where to find it? Depending on the client, preferred stock can be a great asset class to complement the right portfolio, but it can also be confusing […]. June 6, 2016. What ...
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Videos | Bradford Pine
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Garden City, New York Financial Advisor. Scroll Down to View More. DOWNLOAD THE FREE EBOOK. Brad Pine is a Wealth Advisor and President of Bradford Pine Wealth Group. Based in Garden City, New York. Brad helps individuals and entrepreneurs simplify retirement planning and management. Learn more about Brad. Have a Financial Question? Bradford Pine Wealth Group. My Personal Experience in Donating Bone Marrow/Stem Cells…Fight Leukemia and Become a Donor. January 4, 2012. February 6, 2014. March 31, 2011.
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How Important Are Your Children’s High School Grades?
http://blog.bradpine.com/2014/10/01/how-important-are-your-childrens-high-school-grades
Garden City, New York Financial Advisor. How Important Are Your Children’s High School Grades? October 1, 2014. This is not a revelation by any means, but the whole process made me realize just how critical grades really are. Not only are grades a critical part of getting in to college, they can also help you access merit scholarships and awards. Depending on the school, the extra investment you make in helping your child excel academically could come back to you tenfold. So in our case, while Clay is at...