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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®
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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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How Consumer Spending Supports the Economy and Markets

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

Investing
Inflation
Financial Planning

How Loss Aversion and the Sequence of Returns Impact Investors

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

Financial Planning
Investing

What History Says About Markets Reaching All-Time Highs

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

Financial Planning
Investing

Retirement Realities: A Guide to a Secure Retirement Transition

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.

Investing
Estate Planning
Financial Planning

What to Do When Your Personal Information is Stolen

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

Financial Uncertainty

Tips on Finding a Financial Advisor for the Long Haul

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

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