10 Tips You Need to Know About Your IRA Rollover<\/a>.\u201d This short book is packed with critical information that will help you make the right decisions about your retirement savings.<\/p>\n","protected":false},"excerpt":{"rendered":"One of the major benefits of being an independent advisor is the ability to evolve and enhance my clients\u2019 investment strategy choices. At the Bradford Pine Wealth Group (BPWG), we\u2019re always on the lookout for more effective ways to offer my clients personalized, risk managed, and tax sensitive portfolios. As an independent advisor, I\u2019m not […]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[9],"tags":[207,1222,1221,456,1220,1122],"jetpack_publicize_connections":[],"aioseo_notices":[],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/p2p1nA-Hp","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":2561,"url":"https:\/\/blog.bradpine.com\/2016\/04\/15\/how-to-choose-the-best-financial-advisor-for-you-looking-for-a-top-advisor-in-long-island-new-york-or-nassau-county-take-10-minutes-to-read-this\/","url_meta":{"origin":2691,"position":0},"title":"How to Choose the Best Financial Advisor For You! Looking for a top advisor in Long Island, New York, or Nassau County? Take 10 minutes to read this.","author":"Bradford Pine","date":"April 15, 2016","format":false,"excerpt":"Like anyone in business, I\u2019d like to think that I\u2019m at the top of everyone\u2019s list of potential wealth advisor. But the reality isn\u2019t that simple: working with an advisor is a two-way street, and the most successful relationship is one in which your needs and preferences are compatible with\u2026","rel":"","context":"In "Individual Investors"","block_context":{"text":"Individual Investors","link":"https:\/\/blog.bradpine.com\/category\/individual-investors\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2016\/04\/profile-pic-full-size-1200x628-300x200.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":2570,"url":"https:\/\/blog.bradpine.com\/2016\/06\/06\/investment-credit-lines-icl-use-your-investments-to-get-a-much-cheaper-loan\/","url_meta":{"origin":2691,"position":1},"title":"Use Your Investments to get a Much Cheaper Loan: Investment Credit Lines (ICL)","author":"Bradford Pine","date":"June 6, 2016","format":false,"excerpt":"You\u2019ve probably heard of margin loans, but do you know about investment lines of credit (ICLs)? Like margin loans, ICLs are backed by the assets in your portfolio but are used for non-securities investments -- meaning you can\u2019t use them to buy stocks and bonds. In my experience, ICLs also\u2026","rel":"","context":"In "Lending Services"","block_context":{"text":"Lending Services","link":"https:\/\/blog.bradpine.com\/category\/lending-services\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/img.youtube.com\/vi\/6RwE-Gw_E-s\/0.jpg?resize=350%2C200","width":350,"height":200},"classes":[]},{"id":2445,"url":"https:\/\/blog.bradpine.com\/2014\/12\/01\/why-would-i-offer-my-clients-lending-services-from-jumbo-mortgages-to-lines-of-credit\/","url_meta":{"origin":2691,"position":2},"title":"Why Would I Offer My Clients Lending Services? From Jumbo Mortgages to Lines of Credit","author":"Bradford Pine","date":"December 1, 2014","format":false,"excerpt":"Being a wealth advisor is not just about investing and financial planning, it\u2019s about being able to offer comprehensive services for every aspect of a client\u2019s financial life. Clients come to me with questions about every kind of personal issue you can imagine, from planning for a child\u2019s college education\u2026","rel":"","context":"In "Lending Services"","block_context":{"text":"Lending Services","link":"https:\/\/blog.bradpine.com\/category\/lending-services\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/img.youtube.com\/vi\/6RwE-Gw_E-s\/0.jpg?resize=350%2C200","width":350,"height":200},"classes":[]},{"id":2014,"url":"https:\/\/blog.bradpine.com\/2012\/10\/03\/my-new-york-daily-news-money-pros-column-the-stretch-option-for-inherited-iras\/","url_meta":{"origin":2691,"position":3},"title":"My New York Daily News Money Pros Column: The Stretch Option for Inherited IRAs","author":"Bradford Pine","date":"October 3, 2012","format":false,"excerpt":"NY Daily News Money Pros Column I was recently asked to provide advice for the New York Daily News Money Pros column, and I felt that the topic was so important that it would be great to share it with you too. Inheriting an IRA can be\u00a0confusing to even the\u2026","rel":"","context":"In "Retirement Planning"","block_context":{"text":"Retirement Planning","link":"https:\/\/blog.bradpine.com\/category\/retirement-planning\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":2517,"url":"https:\/\/blog.bradpine.com\/2015\/09\/09\/its-a-volatile-market-do-you-know-where-your-financial-advisor-is\/","url_meta":{"origin":2691,"position":4},"title":"It’s a Volatile Market ~ Do You Know Where Your Financial Advisor is?","author":"Bradford Pine","date":"September 9, 2015","format":false,"excerpt":"If you\u2019re reading this, you probably know that the market has been volatile lately, to say the least. Recently the DOW was down about 14 percent off the high and the index had its worst month in over five years. ~ Do you know where your financial advisor is? When\u2026","rel":"","context":"In "Economic Notes"","block_context":{"text":"Economic Notes","link":"https:\/\/blog.bradpine.com\/category\/economic-notes\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2015\/09\/businessman-head-in-sand-300x201.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":2582,"url":"https:\/\/blog.bradpine.com\/2016\/07\/29\/building-additional-income-in-your-portfolio-how-to-invest-in-preferred-stocks\/","url_meta":{"origin":2691,"position":5},"title":"Building Additional Income in Your Portfolio: How to Invest in Preferred Stocks","author":"Bradford Pine","date":"July 29, 2016","format":false,"excerpt":"With interest rates so low for so long, I\u2019ve fielded a number of calls from clients looking for ideas for additional income\/dividends. The question is always the same: where to find it? Depending on the client, preferred stock can be a great asset class to complement the right portfolio, but\u2026","rel":"","context":"In "Retirement Planning"","block_context":{"text":"Retirement Planning","link":"https:\/\/blog.bradpine.com\/category\/retirement-planning\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2016\/07\/Bradford-Pine-Wealth-Group-Garden-City-New-York-Wealth-Advisor-Preferred-Stock-300x200.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/posts\/2691"}],"collection":[{"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/comments?post=2691"}],"version-history":[{"count":5,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/posts\/2691\/revisions"}],"predecessor-version":[{"id":2758,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/posts\/2691\/revisions\/2758"}],"wp:attachment":[{"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/media?parent=2691"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/categories?post=2691"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/tags?post=2691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}