Steps You Should Take When Financial Planning After Divorce
The months after divorce can feel uncertain, but they also provide a rare opportunity to reset — financially, emotionally, and personally. This period is the moment to reflect on what stability and independence look like for you and to start putting structure behind that vision. Rather than focusing solely on what has changed, it’s a […]
Insights from the Team: Our 2025 Q3 Investment Review
The third quarter of 2025 marked measured progress across global markets. Equities advanced as earnings held up and inflation continued to cool, while bond markets stabilized alongside a more patient Federal Reserve. Commodities and digital assets reflected selective risk‑taking as investors balanced opportunity with discipline. At Bradley Wealth, we interpret market moves through the lens […]
Exit Planning Tips for Phoenix Entrepreneurs
When you build your business from the ground up, planning your exit can feel like handing over a part of your identity. But with the right strategy, your exit can become a gateway to freedom, legacy, and the next great chapter of your life. Whether you’re a long-time business owner in Phoenix or a growth-stage […]
Succession Planning for Private Business Owners
Planning for the future of your business relies on more than growth projections and balance sheets. It means thinking ahead to a day when you’ll step away, and ensuring your business, your legacy, and your freedom don’t walk out with you. Succession planning is especially critical for private business owners, yet it’s often delayed or […]
Business Owner Retirement Planning: 5 Essentials
Retirement looks different when you’re the one signing the paychecks. Unlike traditional employees with HR-backed 401(k)s, retirement planning for business owners often looks different than the typical methods. The challenge? Your identity, income, and net worth are often deeply intertwined with your business. That makes retirement planning both necessary and uniquely complex. In this guide, […]
7 Estate Planning Mistakes High-Net-Worth Families Make in Scottsdale
Estate planning is one of the most effective tools high-net-worth (HNW) families have to protect wealth, reduce taxes, and preserve legacies. Yet even in affluent communities like Scottsdale, many retirees and families fall into avoidable traps. These missteps can lead to unnecessary taxes, probate delays, family disputes, and diminished legacies. Below, we break down the […]
Keys to Designing Wealth for Lifestyle, Not Just Legacy Planning
When most people hear the term legacy planning, they think about wills, trusts, or estate taxes. Important as those are, they only tell part of the story. At Bradley Wealth, we believe designing your life and legacy around true wealth isn’t just about what you leave behind. It’s about how you live today and how […]
How to Talk to Your Children About Inheritance
For many families, conversations about inheritance bring up deep emotions, conflicting expectations, and questions of fairness. Yet avoiding the topic only increases the likelihood of confusion, resentment, or legal disputes down the line. With the most significant intergenerational wealth transfer in history currently underway — estimated between $70 trillion and $124 trillion over the coming […]
Five Strategies to Help You Stay Calm in a Bear Market
When the stock market dips, it’s natural to feel uneasy. However, learning to stay calm in a bear market is critical for protecting your wealth and peace of mind. At Bradley Wealth, we believe staying calm isn’t about ignoring the volatility — it’s about grounding your decisions in clarity, purpose, and a long-term perspective. Let’s […]
Financial Therapy: Healing Your Relationship With Money
You’ve worked hard, made wise choices, and built a strong financial foundation. Even with that success, have you ever noticed lingering stress, guilt, or unease regarding money? Financial therapy invites you to explore the emotional side of wealth, helping you manage your finances and truly feel at peace with them. At Bradley Wealth, we believe […]