Many retirees default to withdrawing from cash and taxable accounts first—but this intuitive order may increase long-term taxes. This article explains why coordinating withdrawals from taxable, tax-deferred, and tax-free accounts matters and how intentional planning can support both lifestyle and legacy.

Deciding when to sell appreciated assets involves balancing taxes, timing, risk, and planning. Brickley Wealth Management highlights the nuances of strategic gain realization and its impacts on financial planning.

Brickley Wealth Management examines new research questioning whether alternative investments like private equity and hedge funds are delivering real value after accounting for cost and complexity. The analysis underscores the importance of evaluating performance through a fiduciary lens—especially for high-net-worth families managing generational wealth.

Steve Brickley, founder of Brickley Wealth Management, has been appointed to the Audit & Finance Committee for the Town of Atherton. His dual expertise in investment and tax strategy supports sound municipal financial planning.

Brickley Wealth Management integrates tax, investment, and estate strategies under one roof—so clients can focus not just on growing wealth, but keeping it. This coordination helps reduce costly gaps and protect what matters.

Combining CPA and financial advisory services at Brickley Wealth Management provides a seamless, proactive approach to financial planning. This integration strives for optimal tax strategies, reduces or eliminates tax surprises, and enhances overall financial health.