Wells Fargo Advisors

Cahn-Breen Wealth Management Group

Welcome to our website, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. 

Our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.

Investment planning is about more than numbers.  It's about the quality of life issues and managing wealth according to your values - and your risk tolerance.

Nobody understands your values and goals better than you do. Nobody!  We appreciate each of our client's individuality. We listen and learn about their unique needs and design a portfolio to help meet those needs. Our clients each have different visions of the future. We consider it our job to provide personalized portfolio management and retirement and estate planning strategies to helping them realize their unique vision without compromising their security. Many of our clients are using their investment funds to supplement their retirement. We counsel these clients on how to appropriately take their distributions.

We don't provide "cookie-cutter" solutions. Your personal goals and values are an intergral part of our process. We provide a well conceived customized strategy with two primary goals: help you build lifetime wealth, and leave a lasting legacy for the next generation.

We focus on acheiving results. Our clients receive periodic reports on their investment results, and we fine tune their portfolio during our periodic meetings.

We provide this website and its contents to our clients and others who may have an interest in working with us.  Enjoy the content and give us a call or send us an email if you have any questions.

Fee-based accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a description of our services and information on all fees and expenses.

 
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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