The latest longevity data suggests the average 60-year-old will live to 82 (for men) and 85 (for women). How does this longevity impact retirement? And what can you do to prepare?
Dynamic Wealth Strategies, Inc.
Financial Services
New York, NY 367 followers
We develop innovative, dynamic and diverse financial plans for innovative, dynamic and diverse people.
About us
Come on in and see what it’s like to work with people just like you. We created Dynamic Wealth Strategies, Inc. as an exciting, approachable and like-minded alternative to your typical firm: *We actively seek to engage to broad range of people in our community. *We offer a diverse range of solutions which allows us to independently develop the types of financial plans our clients want and need. *We ensure we have the time for clients to fully engage with us about their needs – and our engagement extends beyond just the time we spending together during appointments. *We embrace new technologies for communication and community. *We value authenticity. Securities and advisory services offered through Madison Avenue Securities, LLC (“MAS”), MemberFINRA/SIPC and a Registered Investment Advisor. Dynamic Wealth Strategies and MAS are unaffiliated entities.
- Website
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http://www.dynamicwealthinc.com
External link for Dynamic Wealth Strategies, Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Specialties
- retirement income planning, financial advisory, wealth management, retirement planning, fee-based wealth management, life insurance, annuities, financial services, and investment advice
Locations
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Primary
Get directions
199 Water Street
34th Floor
New York, NY 10038, US
Employees at Dynamic Wealth Strategies, Inc.
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Julie Chapman
Processing Director
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Adam Tau
Co-Founder, Investment Adviser Representative at Dynamic Wealth Strategies, Inc.
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Sarah Lynch
Financial Strategist for Union Workers | Preparing Blue Collar Workers for Potential Economic Downturns, Eliminating Taxes, & 2-3x Their Future Income
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Charlotte Breuer
Wealth Advisor for Union Workers💰🔒 Securing Your Future with Smart Investments 🌟 Building Wealth, One Step at a Time! 💪
Updates
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How are you planning for a long(er) retirement? Here are things to consider for a happier and more secure future.
Ways to Help Plan for a Long(er) Retirement
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When planning a secure retirement, don't let unexpected costs catch you off guard. Check out our FREE guide to estimate your retirement expenses accurately. Let’s do it right!
The Ultimate Checklist to Help Navigate Retirement
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📚 Navigating Financial Advice in the Age of Social Media: Learn about the potential pitfalls of following financial advice from social platforms in this month’s newsletter. We discuss how to use social media wisely without compromising your financial health.
Never Take Financial Advice from Social Media
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🚣 In the wilderness of retirement, you'll encounter rivers you need to cross. Our guide provides the strategies like a sturdy boat, ensuring you reach the other side safely without getting swept away by market volatility or unexpected expenses. Dive into our free guide for a smooth sailing retirement.
The Ultimate Checklist to Help Navigate Retirement
financeinsights.net
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💰 The Lure of Quick Riches: Our latest newsletter exposes the truth about get-rich-quick schemes that are all over social platforms. Understand the allure and the letdown of these strategies to safeguard your investments.
https://financeinsights.net/bE7nTeB3DIlpB1ghwQge5IZm0nz
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🛣️ Comprehensive Retirement Planning: Make your next adventure the best yet with our free guide on comprehensive retirement planning. Covering income, market, and tax strategies, it’s the key to a great retirement.
Questions about your fast-approaching retirement?
financeinsights.net
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🌟 Reality vs. Representation on Social Media: Explore how social media skews financial advice and why those high-follower counts may not equate to expertise. This month's newsletter helps you discern fact from influencer fiction.
Why Using Social Media for Financial Guidance is Risky
financeinsights.net
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🌄 Surviving the Retirement Wilderness: Just like a seasoned explorer, you need the right tools and knowledge to navigate the challenging terrain of retirement planning. Our free guide equips you with the essentials for a journey through the unknowns of financial forests. Ready to conquer the wilderness?
https://financeinsights.net/6znXSABjaC2g4rQi35AvkuLVD03
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🚨 The Perils of Popularity in Finance: This month's newsletter examines how social media trends can lead to poor financial decisions. From GameStop to the latest crypto craze, learn why it’s crucial to think before you click.
The Financial Risks of Social Media
financeinsights.net