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Prepare for a Major Liquidity Event
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© 2020 Brickley Wealth Management
Blog

Our Insights

Today’s markets, investment trends and financial strategies.

Featured

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

by Steve Brickley CPA

For IRA balances above $5 million, Roth conversions aren’t just about marginal tax planning. With the right strategy, they can reduce estate taxes, capture market rebounds tax-free, and align with long-term charitable goals. Brickley Wealth Management explains how it could work.

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®
Insight

How to Sequence Retirement Withdrawals for Tax Efficiency

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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Nathan Brickley
CPA

Is Paying Off Your Mortgage Early Worth It? Weighing the Pros and Cons

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.

Financial Planning
Tax Planning
Nathan Brickley
CPA

Why You Might Need to Pay Estimated Taxes: A Guide for the Self-Employed and Investors

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.

Financial Planning
Tax Planning
Aaron Brickley
CFP®, CPWA®

What Is Family Wealth Planning? A Comprehensive Guide

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

Estate Planning
Financial Planning
Aaron Brickley
CFP®, CPWA®

Navigating Social Media Finance: The Value of Licensed Advisors Over Influencers

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.

Investing
Financial Planning
Aaron Brickley
CFP®, CPWA®

Have You Outgrown Your Financial Advisor? Discover Key Signs and Next Steps

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.

Financial Planning
Tax Planning
Financial Uncertainty
Aaron Brickley
CFP®, CPWA®

Year-End Financial Checklist: Strategies and Tips for Taxes

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.

Financial Planning
Tax Planning
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