Brennan Financial Services

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Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Hand-Me-Down Dollars

Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.

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May 18, 2008 @ 12:20 PM

Dow Jones Industrials 12,986.80- 5.86
Nasdaq Composite 2,528.85- 4.88
S&P 500 1,425.35+ 1.78
10 Year Treasury Note 3.84- 0.07

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