Daner Wealth Management

How Retirement Planning Can Support High-Income Retirees Create Lasting, Tax-Efficient Income Plans Alpharetta, GA  -  Daner Wealth Management , a fiduciary financial advisory firm based in Alpharetta, GA, works with clients to develop  retirement plans  intended to support long-term financial goals. With over 30 years of experience, the firm specializes in tax-efficient strategies, withdrawal planning, and estate coordination that support clients throughout their retirement journey.   For professionals nearing retirement, one of the most pressing questions is: Will my income be enough to maintain my lifestyle once I stop working? Daner Wealth Management provides clients with tailored guidance designed to help structure retirement income strategies aligned with their goals, time horizon, and risk tolerance. What Makes a Retirement Income Plan Essential? A retirement plan outlines how to turn your savings into a steady stream of income once you retire. It's not j...

  Daner Wealth Management Shares Strategies to Preserve Wealth and Plan Your Estate Alpharetta, GA –  Daner Wealth Management , a fiduciary financial advisor based in Alpharetta, Georgia, provides high-net-worth individuals and retirees with coordinated financial planning services designed to support estate planning and long-term wealth transfer. Founded in 1992 by Marc Daner, CFP™, ChFC®, the firm specializes in helping clients align their financial assets with their estate documents and legacy goals. Why Estate Planning Needs a Financial Planning Component As of 2024, just 32% of U.S. adults have an estate plan in place, while 55% have no estate-related documents whatsoever. While estate attorneys handle the legal documents, such as wills and trusts, the financial implications of those documents often require just as much attention. A  certified financial planner  may help identify how assets, tax strategies, and account designations work together to influence what...