News & Articles

Retirement is often associated with financial security, but this article delves into the less-discussed challenges that retirees may face. Loneliness, low self-esteem, and "grey divorce" can significantly impact mental and emotional well-being in retirement. The article provides valuable tips for coping with these issues and highlights the role of a compassionate financial advisor in holistic retirement planning.

Financial abuse often accompanies domestic violence, silently entrapping victims through manipulation and control over finances. This comprehensive guide delves into the insidious nature of financial abuse, offering insights into recognizing signs, understanding its impact, and seeking assistance. Discover how a knowledgeable financial advisor can play a vital role in protecting against financial abuse and empowering victims to regain control of their lives

In this insightful blog, financial advisor Marc Daner reflects on the factors that contribute to a successful marriage. Drawing from his experience, he explores the connection between transparent communication, joint decision-making, estate planning, regular financial reviews, and building trust in relationships. By understanding the pivotal role of finances, couples can work together towards a happier and more fulfilling marriage.

Dividend-paying stocks are often viewed as a stable and reliable investment option, but in reality, they are not always a safe choice. This blog post explores some of the common myths surrounding dividend-paying stocks, including their perceived stability, lower risk, superior long-term returns, diversification, and source of returns. By debunking these myths, the post helps investors make better-informed decisions.

The blog outlines five common mistakes people make when planning for retirement, including not saving enough, failing to diversify investments, taking Social Security benefits too early, not planning for healthcare costs, and failing to have a retirement income plan. The blog provides practical tips and advice on how to avoid these mistakes, including saving a minimum of 15% of pre-retirement income each year, using tax-advantaged retirement accounts, diversifying investments, delaying Social Security benefits until age 70, planning for healthcare costs, and developing a retirement income plan.

In this blog post, Marc Daner of Daner Wealth explores whether real estate investing is right for you, considering factors such as liquidity, portfolio diversification, and various investment types. He discusses the pros and cons of real estate investments and emphasizes the importance of consulting with a financial advisor to determine the best strategy for your unique situation.

In the blog post, Marc Daner advises investors to ignore short-term market events and focus on long-term investment strategies. He highlights the resilience of the stock market despite various crises and warns against emotional reactions to market fluctuations. Instead, Daner recommends diversifying your portfolio, seeking bargain stocks during market declines, and maintaining a long-term investment plan to build wealth and minimize stress and volatility in your portfolio.

The Financial and Psychological Impact of Widowhood is a blog post that discusses widowhood's psychological and financial challenges. The post highlights some sobering facts and offers coping strategies to help widows and widowers navigate this difficult period.

In this blog post, we explore the financial habits of millennials and how we can learn from their exemplary behavior. From saving early and prioritizing debt payments to using technology to manage finances, there's a lot we can adopt to help us reach our financial goals.

We examine the terrible track record of Wall Street forecasts. We explain why it’s impossible to make predictions about the future and discuss the pitfalls of relying on analysts who often have conflicts of interest, suffer from decision fatigue and recency bias, and can't anticipate factors impacting earnings.

A discussion of the pros and cons of factor-based investing.

Learn about financial planning, why you need one, and how Americans are doing, as illustrated in financial planning statistics.

Know the four ways on how to plan for retirement and avoid running out of money in the process.

Are women better investors than men?

Learn how to leverage equity compensation benefits by understanding the different types of equity and risks involved.

Here is everything you need to know about equity compensation and its common types.

Know the lessons learned from celebrity estate planning mistakes in this article.

Know the types of deferred compensation plans and the pros and cons in this article.

Learn how to boost your retirement savings in this article.

Understand the basics of the retirement rate of return on your investments in this article.

Investing is changing rapidly. Unfortunately, not all these trends are positive. Here are some major good and bad trends.

This article explains the pros and cons of paying off your mortgage before retirement.

Are you planning for retirement? Here are the top retirement concerns and the ways to address them. To know more, visit our site today!

Do you want to know how to reduce taxes in retirement? Check out this article! For more information about taxes in retirement, contact Daner Wealth today!

Want to know the difference between volatility and risk? Know the importance of these concepts in investing. Contact Daner Wealth Management for more info.

Know the benefits of financial planning and setting your goals with Daner Wealth Management. Contact Daner Wealth Management today for more information.

Whether you’re in the U.S. or other parts of the world, you need to plan for retirement as early as possible. These facts and statistics can serve as your guide.