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.
Many investors have been taught a simple rule for retirement income: “Never touch your principle. Just live off the dividends and interest.“ On the surface, that sounds responsible—even conservative. And for decades, dividend-focused strategies have felt like a clean, disciplined way to generate income without “selling anything.” But there’s a quiet misunderstanding baked into this…
Why performance alone doesn’t equal a tax-smart investment strategy If you’ve been saving and investing for decades, chances are you’ve done many things right. But as retirement comes into focus, there’s a question many investors never stop to ask: Do I actually have a portfolio—or just a collection of investments? At a glance, the two…
The U.S. government looks set to shut down tonight, as policymakers are unable to come to an agreement on funding. This would be the 22nd shutdown since 1976. While some have lasted as short as a single day, the longest shutdown was the most recent—in 2018 to 2019—lasting 34 days. Potential impact on markets Government…
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…
New market highs tend to trigger familiar concerns. Investors worry they’ve missed the rally, that valuations are stretched, and that buying now is more a risk than an opportunity. But as is often the case in markets, the story is more complicated, and the data more surprising. Market Highs Have Not Been Bad Entry Points…
Teaching your children how to invest is one of the most powerful gifts you can give them. When kids understand that money isn’t just for spending—but can also grow over time—it opens the door to lifelong financial confidence and smarter decision-making. As parents and financial professionals, we often see money used for instant gratification. But…
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…
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…
Bland Garvey CPAs & Wealth Advisors is proud to announce that it has been recognized as one of the 2024 Best Accounting Firms to Work For by Accounting Today and Best Companies Group. This marks the twelfth time Bland Garvey has received this prestigious honor, underscoring its commitment to creating an outstanding workplace for its…
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy. Our latest Quarterly Outlook looks at how the Federal Reserve affects the economy through its dual mandate…
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.
