Braun Wealth Management Group, LLC.

                                                                                        
 Welcome to the Braun Wealth Management Group, LLC website! The site is designed to
assist you in your quest for long-term accumulation of wealth and share with you
how our practice may be an integral part of your journey. 

You will also learn about our capabilities, staff, resources and how our Mission
Statement guides us "Building and Preserving Wealth Now and For the Future...”

The site offers a wide variety of useful information, including calculators, articles,
a portfolio tracker and more. As you navigate, it is our hope you will get a better
picture of financial concepts, retirement and estate planning strategies, and other
strategies to help preserve one's assets.

We believe it is also important to realize that one cannot do all the work alone;
it takes full time professionals' advice and guidance from a practice such as ours.
Albert Einstein once said, "Everything should be made as simple as possible, but not
simpler". We will be focused and simple in the approach we take for our clients.  Our
society and the investment climate have become very complex and overwhelming and our
practice is here to help you filter through what is important and prudent for your
own personal situation.  We look forward to working with you to this end.
     
We hope you take advantage of this resource and visit us often. Be sure to add our site
to your list of "favorites".  We frequently update the information so it is timely and
useful in your overall planning.
                                                                                        

Sincerely,                                                                                                                                  
                                                                                         
                                                                                        
 

Byron R. Braun, President
Braun Wealth Management Group, LLC
 

 

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Roth IRA Conversion

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

More Calculators →

Newsletters

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).

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

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