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 […]
Managing Financial Anxiety During Market Swings
Market swings don’t just rattle portfolios. They can stir deep feelings of uncertainty, vulnerability, and stress — even for seasoned investors. When headlines flash red and markets tumble, it’s natural to feel anxious. Managing financial anxiety during market volatility requires intentional strategies that support both emotional well-being and long-term confidence. At Bradley Wealth, we believe […]
Common Capital Gains Mistakes High-Income Earners Make
Capital gains taxes are one of the most overlooked risks for high-income earners. Missteps in this area can lead to disproportionately large tax bills for individuals with complex portfolios, multiple income streams, and significant appreciated assets. Unfortunately, many high-net-worth individuals only realize the consequences after a costly filing. Let’s explore the most common capital gains […]
Tax-Efficient Investing: Spring 2025 Guide
Tax laws are evolving, and the cost of tax inefficiency is rising for high-net-worth individuals. Your hard-earned wealth deserves thoughtful protection — now is the time to secure it with intention and clarity. This guide will explore five essential strategies for tax-efficient investing in 2025, helping you preserve more of your wealth, reduce tax burdens, […]
Tax Optimization After Selling Company Equity
Selling your company equity can feel like crossing a significant milestone. Years of hard work, late nights, and growth have paid off. However, when the dust settles, many entrepreneurs and tech professionals are shocked by the following tax bill. Without the right strategies, you could lose a significant portion of your proceeds to taxes. At […]
Capital Gains Tax Planning for Retirees
Many retirees have spent decades building wealth, but few realize how profoundly capital gains taxes can erode retirement income and legacy goals. Whether you are living off investment distributions or wanting to pass your assets to the next generation, understanding capital gains tax planning for retirees is essential to preserve what you worked so hard […]
The Real ROI: Return on Life Explained
At Bradley Wealth, we believe wealth is more than a number. It’s not about outperforming the markets or simply accumulating assets; it’s about aligning your financial resources with your life’s deepest priorities. True wealth stems from the philosophy that moves beyond transactions and spreadsheets, asking more profound questions about how money can support a meaningful, […]