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.
In today’s constantly changing financial landscape, taking a comprehensive look at your financial well-being—including savings, spending, living expenses, and emergency funds—is more important than ever, especially when it comes to rising insurance costs for homeowners. With increasing premiums and changing policies, homeowners face greater complexity when assessing their coverage options. Let’s explore what has led…
Sara sighed as she stared at the stack of envelopes on her desk, the ones from the charities she had given to in the past. Next to it lay a blank page titled “2024 Giving Plan.” She had promised herself this year would be different – she’d have a clear strategy for her donations. But…
In July, the IRS issued final regulations related to required minimum distributions (RMDs) from retirement accounts, clearing up some of the controversy and uncertainty surrounding changes made under the SECURE Act and the SECURE 2.0 Act. The final regulations, which go into effect on Jan. 1, 2025, confirm that non-eligible designated beneficiaries — generally someone…
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?
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.
