Don’t treat estate planning as a one-time checkbox. People tend to consider an estate plan as something that should be addressed once but not necessarily revisited. The issue this presents is that subsequent life events are not considered. For example, you may welcome a new addition into your family after developing an initial estate plan….
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses how to determine the risk you’re willing to take to meet your financial goals. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan addresses a common question from investors: How do I determine the right asset allocation for me? In other…
To put it in simple terms, an estate tax is what the government charges on your assets for the right to transfer them to heirs upon death. Under current laws, individuals are exempt from paying this tax if their estate is valued below $13.61 million, or $27.22 million for married couples. However, that’s all set…
Here’s what individual investors should know when assessing the value of working with a financial advisor.
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.
Congratulations! As part of your organization’s compensation program, you’ve been given restricted stock units (RSUs). You’re probably thrilled by the potential extra income,
Your values drive every decision you make in life. So, what does that mean for your financial plan?
When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.
Prepare for the upcoming tax season by reviewing 2024 inflation adjustments, important deadlines and opportunities to minimize your tax bill.
Over the past several decades, women have increasingly taken on the responsibility as their family’s primary or sole breadwinner.
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.
