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Brosnan & Associates

2 Park Plaza, Suite 280
Irvine, CA 92614

Phone:

949-387-3019

Fax:

949-682-2105

E-mail:

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."

 

 

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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QLACs: Your Retirement Accounts Can Act Like Pensions

Shows how qualified longevity annuity contracts create lifetime income.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

Roth IRA Conversion

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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