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© 2020 Brickley Wealth Management
Blog

Our Insights

Today’s markets, investment trends and financial strategies.

Featured

Coordinating IRA Withdrawals and Charitable Gifts Before 2026

by Steve Brickley CPA

With deduction limitations set to begin in 2026, 2025 offers a unique window for high-income donors to pair charitable gifts and IRA withdrawals. When structured properly, this approach can help offset income and maximize available deductions especially before Qualified Charitable Distributions become available at age 70½.

Insight

Roth Conversions for $5M+ IRAs: More Than Tax Bracket Management

by Steve Brickley CPA
Insight

Long-Term Retirement Planning: Flexibility for Longevity and Inflation

by Aaron Brickley CFP®, CPWA®
Insight

How to Keep Retirement Income Flexible When Life Changes

by Aaron Brickley CFP®, CPWA®
Featured

Benefits of Having a CPA and Financial Adviser Under One Roof

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.

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How the Market Rally and Interest Rates Impact Valuations

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.

Investing

Savvy Renovations: How Tracking Your Home Improvement Costs Can Pay Off

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?

Tax Planning
Investing
Financial Planning
Financial Uncertainty

Navigating the Insurance Landscape: Your Comprehensive Guide to Financial Safety

Insurance is often misunderstood or even overlooked in financial planning.

Financial Uncertainty
Financial Planning

7 Market and Economic Insights for the Second Half of 2023

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.

Financial Planning
Tax Planning

Benefits of Having a CPA and Financial Adviser Under One Roof

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.

Tax Planning
Financial Planning

Navigating the Complex World of Taxes: Why a CPA is Your Best Bet

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.

Financial Planning
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