Sam DiNorma - Brighton Securities

05/19/2023

Today we celebrated 14th Annual Brighton Securities Shred Day!

We had a great turnout, as usual. We're always glad to help our clients and members of the Rochester community with securely disposing their financial documents.

05/16/2023

ICYMI: Do you know enough about bear and bull markets to make a sound decision - no matter how the market is behaving? Test your knowledge with this quick 2-minute quiz.

Test your knowledge with a 7-question quiz!

05/15/2023

https://youtu.be/GVu9tMq1KZo

What is a Monte Carlo Simulation? How can it help me with my retirement planning?

This is a follow-up to our video on the '4% Rule' - https://youtu.be/5JBUEO9DkF0

Looking for Help?
⏰ Book an Intro Meeting: https://app.precisefp.com/w/g5ygzv

Brighton Securities

What is a Monte Carlo Simulation? How can it help me with my retirement planning?Watch this first! - https://youtu.be/5JBUEO9DkF0 If you find the video infor...

05/09/2023

ICYMI: The markets posted a strong first quarter. What does this mean for the rest of 2023? Is a recession still on the horizon? Or, is a soft landing now possible? Unfortunately, we can’t know for sure. That’s why it’s important to have a plan that works in both good and bad markets. Check out this FREE 2023 Recession Survival Guide to learn how to thrive even in this economic uncertainty. Brighton Securities

Discover 3 wealth opportunities & 2 costly mistakes

05/05/2023

https://youtu.be/5JBUEO9DkF0

In this video we discuss the 4% rule for distributions in retirement.

Looking for Help?
⏰ Book an Intro Meeting: https://app.precisefp.com/w/g5ygzv

Brighton Securities

In this video we will discuss the 4% rule for distributions in retirement.Chart Source - https://www.kitces.com/blog/what-returns-are-safe-withdrawal-rates-r...

05/02/2023

When markets get volatile, it can be easy to let emotions take over your judgment and decision-making. Even the smartest investors can get impulsive and make rash decisions when dramatic market changes happen. Do you know enough about bear and bull markets to make a sound decision - no matter how the market is behaving? Test your knowledge with this quick 2-minute quiz. Brighton Securities

Test your brain on the fundamentals with a fun quiz

04/25/2023

The markets posted a strong first quarter. What does this mean for the rest of 2023? Is a recession still on the horizon? Or, is a soft landing now possible? Unfortunately, we can’t know for sure. That’s why it’s important to have a plan that works in both good and bad markets. Check out this FREE 2023 Recession Survival Guide to learn how to thrive even in this economic uncertainty.

3 Hidden Opportunities & 2 Costly Mistakes

04/10/2019

Here are some great tips to help you balance paying off debt with saving for the future. In any case, always make sure you at least get your employer match. It's free money!

Whether to invest while you’re paying off student loans is a fiercely debated topic in the personal finance world. Truthfully, the answer is simple: yes, you should be investing when you have student loans.

03/27/2019

Here are some great tips for 401(k) beginners. Start early, save as much as you can stand, and always take full advantage of the match!

No matter your age, you probably have lots of questions and concerns about saving for retirement. How to save for it, what options are available, and, most importantly, how much money should you be socking away?

03/19/2019

Social Security is only one aspect of a successful retirement plan. You have to save, save, save!

How much money do you need to retire? Answering this question is one reason a good financial advisor is worth every penny you pay them. But let’s talk about some generalities.

03/06/2019

It doesn't have to be a binary decision. Having a mix of Traditional and Roth assets gives you multiple tools in your belt.

You have a lot of options when it comes to saving for retirement. Here's how to determine which one is better for you.