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200 Broadhollow Road
Suite 405
Melville, NY 11747

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Randy Brickman

631.870.6821

 
Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation Understanding Dividends

Randy Brickman, CLTC, LUTCF

"Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat."
---Sun Tzu
 

Yesterday is gone, forget it
Tomorrow may never come, don’t worry about it.
Do a Master job today!

Welcome to Randy Brickman’s web site.

Click here to learn more about the Intrinsic Qualities of Permanent Life Insurance.

" I can think of no more effective agent in advancing our freedom to live as we choose than the insurance salesman. This man knows the economic pulse of the country as few men may, for he walks all streets of American life and he sits down and talks to youth and to the mature and to the aged.
He knows their wants, He helps them to help themselves in times of need. He builds, for he helps others to build. He insures the future.
He is respected.
And he is  a  friend."

--John F. Kennedy

 


Helpful Content

Financial Empowerment for Women

Financial Empowerment for Women

Tips on how women can gain financial confidence.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

The 12 Steps to Living Confidently: Retire With Confidence

The 12 Steps to Living Confidently: Retire With Confidence

There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.

 

6 Tips on Ways to Spend Your Money for Happiness

Can money buy happiness? Discover spending habits that can increase your satisfaction today and throughout your retirement.

Infographic: Personal Finances Are Like A Game of Golf

What do golf and personal finances have in common? A lot of things, but the key is confidence.

The 12 Steps to Living Confidently: How to Cut Your Expenses

The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Rightsizing for Retirement

What does your home really cost?

Surprises

Making the most of surprises is a great reason to work with us.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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