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.
Financial advisors regularly see this question come up from individuals and couples who are focused on multigenerational planning: What’s the difference between estate and gift taxes, and how do I make sure Uncle Sam doesn’t take more than his fair share? Avoiding estate taxes is top of mind for many clients who want to protect…
There’s a lot to unpack with the One Big Beautiful Bill Act. It is the most sweeping piece of tax legislation since The Tax Cuts and Jobs Act of 2017. Perhaps the most impactful change from a tax planning perspective is the temporary increase of the state and local tax (SALT) itemized deduction from $10,000…
August is often the last hurrah of summer—pool parties, back-to-school sales, and squeezing in every bit of sunshine. But for the one in six American adults with student debt, fall also brings less-welcome considerations: loan interest, repayment changes, and the big question, “What does this mean for me?” This year, there’s even more to unpack….
The One, Big, Beautiful Bill Act (OBBBA) has introduced significant tax changes that could affect families across the country. While many of the provisions aim to provide financial relief, the new rules can be complex. Below is an overview of the key changes. Adoption credit enhanced Parents who adopt may be eligible for more generous…
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…
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…
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…
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.
