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So far brownwealthmgt has created 44 blog entries.

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

Should Investors Worry About Inflation in 2021?

By |2021-10-13T12:26:12-08:00February 13th, 2021|Market Commentary|

Time to Read: 8 Minutes As discussed in our last webinar, we believe the recovery from the COVID-related recession continues to take hold, partially driven by the massive amount of monetary and fiscal support provided in 2020. Clients of BWM have begun asking: Will all that money printing lead to an inflation problem in

The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know

By |2021-10-15T13:10:00-08:00October 27th, 2020|Wealth Management Resources|

Time to Read: 5 Minutes On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 - including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed.  Here's what you need to know: The Good? Benefits Are Increasing Those receiving Social Security benefits will see a

Just Getting Started Collecting Art? These Tips Will Help You Choose Wisely

By |2021-10-13T14:12:28-08:00November 19th, 2019|Wealth Management Resources|

Time to Read: 7 minutes While art isn’t a component of our traditional asset allocation or financial planning techniques, it is a large part of some of our client’s “Living Above the Line” strategy-using money as a tool to focus on what’s most important to them.  Getting started collecting art can be challenging. With

Expertise in Every Role: Why You Want an Operations Team with a CFP® Professional

By |2021-10-13T08:35:24-08:00July 5th, 2018|Featured, Wealth Management Resources|

Time to Read: 5 minutes | How Others Do It When clients interact with a top financial planner, the depth of knowledge in wealth management strategies is apparent and often indicated by the professional designation of the CFP® certification.  However industry-wide, many practices are structured so this knowledge is top heavy and siloed in

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