A sweeping new tax bill—officially called the “One Big Beautiful Tax Bill”—has passed, bringing a mix of extensions, updates, and brand-new provisions that could shape your tax planning and financial strategy in the years ahead. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the…
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Whether you’ve already sold assets or are considering changes later in the year, a few well-timed moves now can help minimize your tax burden and…
Starting a new business is a bold and exciting step. You’re brimming with fresh ideas, and you just want to get the show on the road, right? Each decision you make early on – how you structure your business, organize your finances, and budget – sets the tone for your future success. At Bland Garvey,…
Variable universal life (VUL) insurance contracts can be difficult to understand. Many first-time buyers don’t realize how complex managing the policy is until years after purchase. These policies are often sold with big promises but may not deliver. A VUL is life insurance combined with an investment account. Part of the money you pay (your…
A Last Will and Testament and a Revocable Trust are two essential tools for distributing assets — but which one is the right fit for your estate plan? Estate planning isn’t just about distributing assets — it’s about protecting your legacy, preserving family harmony, and ensuring wealth is transferred with precision, discretion, and control. Two…
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat. During times like these, a financial advisor can be…
Navigating financial reporting can feel overwhelming when terms like ‘audit,’ ‘review,’ or ‘agreed-upon procedures’ are thrown around. But choosing the right engagement for your business isn’t just about compliance—it’s about saving money, improving operations, and making informed decisions. Here’s what you need to know to pick the right service for your needs. Audits: The Gold…
Small to midsize businesses have valid reasons for incorporating, not the least of which is putting that cool “Inc.” at the end of their names. Other reasons include separating owners’ personal assets from their business liabilities and offering stock options as an employee incentive. If you’re considering incorporation for your company, however, it’s essential to…
As summer break approaches, many students are looking forward to lounging by the pool or hanging with friends. But amid the sunshine and downtime, this is also a prime opportunity to begin planning for their financial future. With the Common Application and other college admissions applications opening on August 1, now may be the perfect…
Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes. Whether you fall into this category, have a spouse who does, or know family or friends who do, this change may make a significant difference…
Without sound financial guidance, how can you grow, live, and retire well? At Bland Garvey Wealth Advisors, we build a specific plan based on your needs, wants, and wishes so you can have a clear picture of how to reach your goals.
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Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Please fill out this simple form so we can best understand your needs. Then, a member of our team will reach out (from 972-231-2503) to schedule an initial 15-min call.
