Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill. From maximizing deductions to optimizing investment strategies, some simple yet proactive measures can help you keep your hard-earned money in your pocket. I have compiled a…
Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.
Over the past several decades, women have increasingly taken on the responsibility as their family’s primary or sole breadwinner.
Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be…
The model in which financial advisors earn income could influence their recommendations, which may impact your return on investments, long-term objectives and portfolio performance.
Depending on your medical needs and those of your family, you may have enrolled in a high-deductible health plan that allows you to pay for medical expenses using a health savings account (HSA). Because contributions go into an HSA pre-tax, grow tax-deferred and are distributed tax-free when used for qualifying costs, this option has gained popularity over the last several years.
Once tax season is over, it’s not too uncommon for taxpayers to receive an inquiry letter for more information about…
As many committed couples are choosing to forgo marriage, it’s becoming more common for wealth advisors to receive questions on the financial planning implications. According to the most recent U.S. Census Bureau’s annual America’s Families and Living Arrangements study, the number of unmarried couples has grown from 4.1% in 2001 to 8% in 2021. Despite this increase,…
Whether it’s from an inheritance, settlement, divorce, a major sale, initial public offering (IPO) of your business or winning the lottery, most people would agree coming into a large sum of money is a good problem to have.
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?
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.
Please fill out this simple form so we can best understand your needs. We’ll reach out shortly to schedule a call with one of our wealth advisors.
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.
