Kirsner Wealth Management

10/28/2026

Is Your Retirement Strategy Keeping Up with Today’s Changing Markets?



A successful retirement involves more than just building a portfolio. Having a proactive strategy can make a difference.



Steven Kao, CAIA, MBA, of Kirsner Wealth Management, was recently quoted in MoneyLion, sharing insights on managing downside risk, helping preserve retirement assets, and adapting investment strategies as markets evolve.



👉 Read the article here:
https://www.moneylion.com/trending/money/biggest-retirement-upgrade-not-portfolio-but-better-strategy



Want to learn more about planning for retirement?

Join us for an upcoming Retirement Planning Dinner Workshop at Morton’s or Ruth’s Chris Steakhouse!

Already a client? Bring a friend who may benefit from learning more!



📞 Call 1-800-807-5558 for upcoming dates and to reserve your seats.

🌐 https://kirsnerwealth.com/

Since 1972 we’ve helped Retired Millionaires, Help Preserve Their Wealth, Help Reduce Taxes, and Leave a Legacy. Attend one of our upcoming Steakhouse Dinner Workshops by calling us at 1-800-807-5558.

10/23/2026

The Widow’s Tax Trap: Could Losing a Spouse Increase Your Taxes?
Many married retirees don't realize that when one spouse passes away, the surviving spouse could end up in a higher tax bracket—even with less household income.
In our latest video, Craig Kirsner, MBA, President of Kirsner Wealth Management, discusses the Widow’s Tax Trap, how it may impact your IRAs and Required Minimum Distributions (RMDs), and why planning ahead as a couple is so important.

🎥 Watch the video to learn more: https://youtu.be/apLFC9cvVzU

10/07/2026

What's the plan for the wealth you've spent a lifetime building?

Craig Kirsner, MBA, will be featured on an upcoming Legacy Makers TV episode on wealth preservation, tax-efficient strategies, and legacy considerations.

Follow us and watch for the air date!

08/06/2026

AI isn't just changing how we search Google — it's rewriting entire industries.

In this month's market update, I break down: 🤖 A robot that's cut pesticide use by 70% on California strawberry farms 📊 Why this reminds me of the 1990s tech boom — and what that could mean for markets 💳 A growing red flag in the economy: credit card, auto, and student loan delinquencies are climbing to multi-year highs 🗳️ What history says about markets in a midterm election year

If you're trying to make sense of where AI, the economy, and your portfolio intersect, this one's worth 20 minutes of your time.

Watch here: https://youtu.be/lR742ydNsB8?si=ahBks1rA8m0HczrQ

This content is for general informational purposes only and is not intended as investment, legal, or tax advice.

Concerned about higher taxes in the future? Our latest tax planning...

07/24/2026

Craig and Steve’s latest Book named one of the Best Books about Retirement Wealth Management according to InvestmentNews.com!

InvestmentNews.com, the Trusted Resource for Independent-Minded Advisors, said that “Craig Kirsner's book is a targeted guide for those who have already built wealth and want to preserve it for the next generation. It covers how to use trusts to create generational wealth, with practical examples tailored to retirees who want to leave something for their named beneficiaries.”


Thank you for the honor of choosing our book!

Want a complimentary copy? Attend an upcoming dinner workshops at Ruth’s Chris or Abe & Louie’s steakhouse by calling us at 1-800-807-5558 to reserve your seats.

https://www.investmentnews.com/guides/best-books-on-retirement-planning-essential-reads-for-advisors-and-their-clients/266188

06/08/2026

Concerned about higher taxes in the future? Our latest tax planning book: IRA Owners: Help Defuse Your Ticking Tax Time-Bomb is now available!

In this book, Craig Kirsner, MBA, and Steven Kao, MBA, CAIA, share retirement and IRA tax-planning strategies designed to help retired millionaires preserve more of their wealth, reduce unnecessary taxes, and leave a lasting legacy for their children and grandchildren.

In the book, you'll learn:
• Strategies to help protect the assets you leave your children and grandchildren from future divorces, lawsuits, and creditor claims
• Ways to help preserve retirement assets during future market downturns
• Tax-planning concepts that may help reduce the impact of future tax increases
• Strategies designed to help protect surviving spouses and beneficiaries from potentially higher taxes
• Legacy-planning techniques to help maximize what your family receives and minimize what goes to Uncle Sam
Whether you're already retired or approaching retirement, understanding how taxes may affect your IRA could have a significant impact on your family's financial future.

Amazon: https://www.amazon.com/Owners-Help-Defuse-Ticking-Time-Bomb/dp/B0H4976L17

Want a complimentary copy?

Attend one of our retirement dinner workshops at Ruth’s Chris or Abe & Louie’s steakhouse in Boca Raton or Fort Lauderdale and schedule your first appointment to receive a complimentary copy of Craig’s book.

Learn more at https://kirsnerwealth.com or call 1-800-807-5558 for upcoming dates and to reserve your seats.

Already a client? Bring a friend who may benefit from retirement planning insights — we’d love to have them join you!

04/17/2026

A Memorable Night at the Gator100! 🐊🎉

We’re proud to share that Craig Kirsner, President of Kirsner Wealth Management, was ranked #94 in the 2026 Gator100 fastest growing Gator Owned Businesses!

Craig shared: “It was truly an honor to be recognized among so many accomplished University of Florida alumni and fast-growing businesses.

Being back on campus brought back great memories, and it was incredible to see how much Gainesville has grown over the years. Walking around familiar spots and the football game with my wife and sons and dad and step-mom made it a really special experience.

I’m incredibly grateful to our entire team at Kirsner Wealth Management for their hard work and dedication — this recognition wouldn’t be possible without them.

Craig Kirsner was named a 2026 Gator100 honoree by the University of Florida. The Gator100 recognizes the top 100 fastest-growing businesses led by University of Florida alumni, based on revenue growth over a specified period. Honorees are selected through a committee process. Investment performance is not considered, and no fees, applications, or nominations were required to be considered for this recognition.

04/11/2026

Because your pets are family, too 🐾
We recently sent out a few gift boxes with treats and toys for some of our clients and their beloved companions.
At Kirsner Wealth Management, we’re proud to support your retirement planning while being part of the relationships that matter most.
We sincerely appreciate your trust and confidence in us.

04/10/2026

Big Night for Craig Kirsner! 🐊🎉

Tonight’s the night!

Craig Kirsner, President of Kirsner Wealth Management, is attending the 2026 Gator100 celebration this evening, where the official rankings will be announced.

After being named a Gator100 honoree, tonight marks the moment Craig will learn his placement among the University of Florida’s fastest-growing alumni-led businesses. It’s an exciting milestone, and we’re proud to see his leadership and growth recognized on such a prestigious stage.

Stay tuned for the results 👀

of Florida



Craig Kirsner was named a 2026 Gator100 honoree by the University of Florida. The Gator100 recognizes the top 100 fastest-growing businesses led by University of Florida alumni, based on revenue growth over a specified period. Honorees are selected through a committee process. Investment performance is not considered, and no fees, applications, or nominations were required to be considered for this recognition.