Combining CPA and CFP services offers a more strategic approach to financial planning. At Brickley Wealth Management, our integrated team helps align tax and investment strategies for a well-rounded financial plan.

While CPAs provide valuable tax insights, investment management requires specialized expertise. Learn how a combined CPA and investment advisory approach can create a more comprehensive financial strategy.

Underpayment of estimated taxes can lead to IRS penalties, but various strategies can help avoid them. Safe harbor rules, seasonal exceptions, and withholding adjustments offer solutions for taxpayers with fluctuating income.

At Brickley Wealth, we use Capital Market Assumptions to create informed financial plans that adapt to current market conditions. Unlike historical averages, CMAs offer a forward-looking approach to planning for long-term goals.

Family wealth planning goes beyond investments—it’s about building a lasting legacy. Learn how trusts, gifting strategies, and education funding can help transfer wealth efficiently while minimizing taxes.

For high-income investors, strategic tax planning can play a key role in long-term wealth efficiency. Learn how Roth conversions, tax diversification, and estate strategies may help manage tax exposure and support financial goals.

Risk tolerance is the level of investment risk you're comfortable with, influenced by factors like financial stability, goals, and market experience. Understanding it helps align your portfolio with your comfort zone, keeping you steady during market fluctuations.

Managing significant wealth can be overwhelming, but integrating CPA and financial advisory services helps to simplify the process. Learn how aligning your financial strategies can increase opportunities and streamline decision-making.

Taxes on investments, like capital gains and dividends, can affect your returns. Understanding tax-efficient strategies is essential to retaining more of your earnings.

Generational family wealth management is about preserving assets and fostering alignment, transparency, and shared values across generations.

An integrated approach to family financial planning aligns tax, investment, and legacy strategies. Learn how it builds long-term security and generational success.

Paying off your mortgage early can bring peace of mind and save on interest, but it also has potential drawbacks, like opportunity costs and reduced liquidity. Brickley Wealth Management helps you consider all angles to find the best option for your situation.

Estimated taxes apply to income not subject to withholding, including self-employment, investment, and rental income. Learn when these payments are required, deadlines to note, and tips to avoid penalties.

Family wealth planning provides a comprehensive framework to grow, preserve, and pass on wealth across generations, ensuring your values and goals endure.

As social media finance influencers share enticing but risky tips, it's crucial to know the limitations of unlicensed advice. At Brickley Wealth Management, licensed advisors offer expert-backed strategies, ensuring you receive comprehensive, regulated guidance.

As your financial landscape evolves, so should your advisor’s expertise. Learn how to identify when it’s time to seek out an advisor who offers comprehensive services and deep technical insight to match your needs.

Preparing your year-end finances? Brickley Wealth Management's latest blog is your guide with actionable tips and strategies to help you navigate the upcoming tax season with confidence.

Preparing your year-end finances? Brickley Wealth Management's latest blog is your guide to optimizing finances and navigating the new year with confidence.

Preparing for an IPO brings exciting financial opportunities, but understanding how to handle equity awards like RSUs and stock options is essential. This guide from Brickley Wealth Management outlines key strategies, tax implications, and timing considerations to help you maximize your financial rewards.

Strategically managing equity compensation involves evaluating stock options like ISOs, NQSOs, and RSUs while considering tax implications. Planning around key events and integrating tax projections are crucial for making informed decisions.

Managing RSUs involves navigating tax considerations and making strategic financial decisions. This post outlines the key factors to consider when deciding whether to sell or hold your RSUs, along with options for reinvesting or donating proceeds.

Receiving a financial windfall can open new possibilities, but it’s important to approach it thoughtfully. This guide covers essential considerations, from understanding taxes to aligning newfound wealth with your financial goals.

The Power of Consistent CPA Communication.

When Should You Hire a CPA? Key Moments to Consider.

Here are a handful of common questions and answers to help you understand the ins and outs of the annual gift tax exclusion.

Finding a good CPA has become increasingly difficult due to demographic shifts, increased workloads, and traditional business models. Brickley Wealth Management addresses these challenges with an integrated approach that combines tax and financial advisory services, ensuring high-quality and personalized client support.

Understanding how to build a more balanced portfolio is essential for achieving financial goals. Stocks drive growth, while bonds provide stability, creating a diversified investment strategy that manages risk and maximizes returns. This guide explains their functions and importance in your portfolio.

Steve Brickley elaborates on why extensive and varied experience in wealth management is crucial for achieving effective client outcomes. His journey from CPA to financial advisor showcases the unique insights gained through diverse professional experiences.

Retirees need to choose between total return and income-oriented investing strategies to structure their portfolios. Total return investing focuses on overall growth, combining capital appreciation and income, while income-oriented investing prioritizes regular cash flow from dividends and interest. A balanced approach can optimize both growth and income for long-term financial stability.

As the 2024 presidential election approaches, investor anxiety rises with the intensifying race between Joe Biden and Donald Trump. Understanding historical election impacts on the market can help investors maintain focus on long-term goals rather than reacting to political developments.

Learn the role of continued equity exposure in investment portfolios, particularly for those approaching retirement.

Money Market Mutual Funds offer an attractive solution for managing cash, striking a balance between stability, liquidity, and potentially improved yields in an unpredictable economic environment.

Simplify the complex world of tax preparation and planning by choosing the right CPA for your needs.

Learn the secrets of Burton Malkiel's investment strategies for high-net-worth individuals with Brickley Wealth Management.

The enduring strategies of 'Unconventional Success' by David Swensen and how they shape long-term investment approaches.

Dive into the significance of consumer spending in shaping the U.S. economy and its influence on economic trends and stock market dynamics.

As the S&P 500 index surpasses 5,000, learn the critical principles of investing discipline and risk management to safeguard your financial future.

Discover the significance of 2023's market highs and learn strategies for maintaining focus and investment discipline during these times.

As retirement approaches, understanding the psychological and financial shifts from saving to spending becomes crucial. Explore expert insights and strategies for managing this pivotal transition effectively.

Concerned about data breaches? Learn the essential steps to protect your information and finances after a security breach.

Seeking a financial advisor? Learn how to choose a partner for investment management, estate planning, and more to prepare for generational success.

As 2023 concludes, we look back with gratitude at personal achievements and a stronger economy. Explore our reflections and look ahead with us.

Despite challenges, 2023 has been a year of gains for major indices. Explore how economic health and inflation trends contribute to investor optimism.

Explore the emotional dynamics of early retirement beyond financial planning. Understand the significance of purpose, relationships, and identity in shaping a rewarding post-career life.

Deciding Between Renting and Homeownership in High Mortgage Rate Environments: What You Need to Know"

Looking to enhance your investment portfolio? Explore the often overlooked advantages of incorporating bonds into your financial strategy.

Explore essential strategies for maximizing your retirement income while minimizing taxes. Learn about tax diversification, withdrawal hierarchies, and the benefits of Roth conversions in our latest blog post.

Investing Wisdom from William Bernstein: Simplicity vs. Complexity

Discover the importance of regularly reviewing and updating your estate plan. Ensure it reflects your evolving life circumstances and legal changes.

Ensure your legacy is well-structured and your loved ones are protected.

Discover the ins and outs of tax withholding on your paycheck and how it can impact your overall tax liability.

Every now and then we come across high earners that have children but no trust/estate plan in place. This is problematic, costly, and time consuming if something happens to the parents.

Discover the art of giving smartly with Donor Advised Funds. Learn how you can support your favorite charities while enjoying tax benefits in our latest article.

Research reveals the blend of emotional considerations in hiring financial advisors. Beyond mere monetary guidance, it's about understanding life's pivotal decisions.

Exploring College Planning: Navigating Costs, Benefits, and Financial Strategies

Explore the second part of our blog series on maximizing company equity. Dive into the essential strategies for optimizing equity compensation with a CPA and financial advisor. Empower your financial future with insights from Brickley Wealth.

Discover how to harness the potential of your company equity with our comprehensive guide. See how partnering with financial advisors and CPAs can optimize equity compensation, tax strategies, and long-term financial planning.

Fitch's downgrade reflects the fiscal and political climate with which investors are already familiar. While their decision was based on the familiar factors of worsening government revenues, Fed tightening, and the possibility of a recession, it was largely driven by the 'repeated debt-limit political standoffs and last-minute resolutions' in Washington.

This year's strong market rally, with the S&P 500 rising 13% and the Nasdaq gaining 29%, has been driven by technology stocks, improving inflation, and the absence of a recession.

Home improvements aren't only about enhancing aesthetics or comfort—they're strategic investments that can boost the value of your home significantly. But did you know that tracking your home improvement costs can also potentially save you money during tax time?

Insurance is often misunderstood or even overlooked in financial planning.

Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the absence of a recession, a more stable banking sector, and a strong rally in tech stocks.

Knowing who to turn to for help managing your finances can be challenging. A Certified Public Accountant (CPA) is a trained professional specializing in accounting and tax-related matters.

Managing your finances can be a daunting task, but fortunately, there are experts who can help you navigate the complex world of money management. Enter the Certified Public Accountant (CPA)—a highly trained financial professional who can provide invaluable guidance on tax planning and estate planning. Discover the benefits of working with a CPA and whether or not you need one to manage your finances.

Deciding to sell company stock can be tricky. So how do you put a proper plan in place to extract value from your vested RSUs and better secure your financial future?

Market declines and corrections are normal stock market behavior. That doesn’t mean there aren’t strategic things you can do during a market decline. Discover the different ways we can manage your finances during a market decline: 

Whether you’ve had company stock for a long time or it’s new to you, it’s so important to understand the benefits and responsibilities that come with it.

A massive wave of layoffs has hit tech workers, leaving many tech employees concerned about a potential layoff. This can be a very stressful time financially, but there are immediate actions you can take to mitigate the stress and start planning for the future.

On Friday, March 10, 2023, Silicon Valley Bank was shut down by bank regulators. This piece is meant to be an overview of events. Note this is an event where next steps are being updated daily, so answers are subject to change.

We would like to wish you a happy new year and express our sincere gratitude for your continued partnership and trust in our firm, our work, and our people.

Given the current market decline, you may be wondering: is this stock market drop normal or is it unique?

While the nation mourns the conflict underway in Ukraine, we felt it prudent to provide some financial insight on your investment portfolios.

More than any other topic today, inflation seems to be top of mind for many. We want to discuss inflation, highlight the reasons for the recent increase in inflation, and provide a long-term outlook for inflation.

Last month, President Biden unveiled the American Families Plan. As part of the plan, Pres. Biden discussed how he intends to raise the revenue necessary to pay for his proposal.

2020 has been one of the most challenging and confusing years on record for investors. The swiftest market decline in history was followed by an abrupt, about-face recovery.

The S&P 500 just closed with its second best quarter in 30 years. The rapid rise and recovery of the US stock market over the past 3 months has been thanks in large part to the $1.6 trillion stimulus package from the Federal Reserve and Congress.

The US stock market just wrapped up its best month in 30 years. The global stock market finished with its second best month. If you blinked, there is a good chance that you missed it. Let’s take a moment to put recent market movements into perspective and briefly discuss why the stock market is likely to rebound before the economy does.

In response to the economic environment, we will be releasing a series of letters over the coming weeks that discuss how our office views managing wealth during an uncertain economic environment.

Nearly 3 months after the coronavirus was first reported to the World Health Organization, the virus’s impact has finally been felt by the stock market. Mounting concerns about supply chain disruption and the impact on global growth has led to one of the swiftest declines in stock market history. When it comes to your investments our message is simple – don’t panic.