Brosnan & Associates

2 Park Plaza, Suite 280
Irvine, CA 92614

Phone:

949-387-3019

Fax:

949-682-2105

E-mail:

info@brosnanfinancial.com

Our Mission Statement:

"Hold true to each and every client's best interests by knowing their entire situation, and only then offering the best advice for their specific set of circumstances."

Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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More Newsletters

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators