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200 Broadhollow Road
Suite 405
Melville, NY 11747

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Randy Brickman

631.870.6821

 
Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches

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

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

 

Whole Life: The Key to Unlocking your Retirement

Imagine a retirement without having to worry about money? Well, it’s possible.

The Importance of Business Valuation

You know your company inside and out. But do you know how much it’s actually worth on the open market?

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

College Savings with Life Insurance

How can Life Insurance play a role in your college savings strategy?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Saving for Retirement

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Inflation and Your Portfolio

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

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