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So far brownwealthmgt has created 40 blog entries.

An Upside of Inflation? Retirement Savings Limits Are Increasing Too

By |2022-05-18T11:11:25-08:00February 18th, 2022|Wealth Management Resources|

Time to Read: 4 Minutes While IRA contribution limits remain unchanged for 2022, the IRS has increased the contribution limits for many retirement savings plans. For 2022, 401(k)s, 403(b)s, most 457 plans, and the Thrift Savings Plan for government employees and the armed services will see an increase to $20,500, from $19,500. The catch-up

The Positive Effects of Working in Your Senior Years

By |2021-11-12T15:24:02-08:00November 26th, 2021|Wealth Management Resources|

Time to Read: 5 Minutes Working during your senior years doesn’t have to be just about income.  The National Institute on Aging reports that those who participate in regular physical activity, stay connected through social events, and keep up with a hobby have shown signs of or have reported feeling happier and healthier. Working in your

What Can You Buy With 529 Distributions?

By |2021-11-12T13:25:56-08:00November 19th, 2021|Wealth Management Resources|

Time to Read: 4 Minutes The biggest challenge for students and parents when planning for education is the financial costs, which include tuition and academic expenses. There is help – 529 Plans aren’t just for college anymore.  K-12 private and religious schools are also eligible. Funds can be used for four and two year colleges, trade schools, graduate programs and some international institutions.  Section 529

Working with BWM

By |2021-10-13T07:36:26-08:00August 30th, 2021|BWM|

Tme to Read: 2 Minutes Your financial advisor is the head of your team at BWM. We’ll spend the most time with you, getting to know you and your family and understanding where you are now and what your goals for the future are. But we don’t act alone – we are the quarterback that brings the right resources to

Tax Filing Checklist for High-Earners

By |2021-10-20T11:52:25-08:00February 15th, 2021|Wealth Management Resources|

Time to Read: 8 Minutes We’ve created a comprehensive list, in question format, to help you pull together your important tax documents before you begin the tax filing process. These questions are intended to help you gather all your key tax documents, expedite the filing process, and make sure your taxes are reported correctly.    1099s – Do I have all