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.
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EC27714 (11/03)
Newsletters
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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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
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.