Sara sighed as she stared at the stack of envelopes on her desk, the ones from the charities she had given to in the past. Next to it lay a blank page titled “2024 Giving Plan.” She had promised herself this year would be different – she’d have a clear strategy for her donations. But…
2021 – 07/09 by Kent Schmidgall, Wealth Advisor Sssssnap! That was the sound of the proverbial camel’s back breaking in September 2017, after Equifax announced a data breach that exposed the personal information of an astounding 147 million people. A steady drumbeat of data breaches had occurred prior to this time, yet nothing of the…
2021 – 07/07 by Jake Bleyenberg So, your kid is the next LeBron James or Megan Rapinoe. Congratulations, but this article isn’t for you, because your child is either going straight to the pros or is an elite athlete and will likely have many scholarship offers. You can skip the rest of this article and…
2021 – 04/07 by Connie Brezik In the simplest situations, after your death, you leave your money outright to your spouse if he or she is living. Then, when your spouse passes, they leave the remaining money to your children. This assumes a straightforward family scenario, perhaps with only one marriage involved. Ideally, everyone is…
2021 – 03/05 by Aaron Vickar and Dan Sullivan It’s easy to think of life insurance planning as transactional in nature, and many times simply a commodity of necessity. You need to cover a financial risk, so you purchase life insurance to eliminate or mitigate that risk. That’s the end of the story, right? Not…
February 5, 2021 by David Ressner Knowledge is power. That fact applies to so many parts of life, especially college planning. Until recently, college admissions and financial aid were black boxes. But lately, light has been shone into that box. You can take advantage of that knowledge, rather than being taken advantage of, when searching…
2021 – 01/08 by Jeffrey Levine When it comes to retirement planning and building up the proverbial nest-egg, there are few pieces of advice more universally accepted than “save as much as possible as early as possible.” Certainly, taking such action is often one of the best ways to grow your retirement savings, but like…
Without sound financial guidance, how can you grow, live, and retire well? At Bland Garvey Wealth Advisors, we build a specific plan based on your needs, wants, and wishes so you can have a clear picture of how to reach your goals.
Please fill out this simple form so we can best understand your needs. We’ll reach out shortly to schedule a call with one of our wealth advisors.
Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Please fill out this simple form so we can best understand your needs. Then, a member of our team will reach out (from 972-231-2503) to schedule an initial 15-min call.
