Brian E Gardiner
Your Life... Your Way. Plan It. Live It.
We can help make it happen…
At Gardiner Private Wealth Management, we are dedicated to helping our clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like us.
We have the resources and knowledge to help you develop and implement a sound financial strategy.
Our job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through AXA Advisors and its affiliates, We can offer a broad range of financial products and services.
Thank you for visiting our Web site! Stay a while and browse its many features!
EC27714 (11/03)
Newsletters
-
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
-
REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
-
Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Car Affordability
How much can you afford to pay for a car?
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.