Bradley Wealth

Team BW is stronger than ever! Our Annual Summit with Michael Erath at Next Level Growth was all about setting purposeful goals and elevating our commitment to delivering success for our clients. A culturally aligned and dedicated team makes all the difference, and we’re ready to take on the year ahead with focus and drive. “Things in life pay off on results, not effort.” Harvey Mackay #AnnualSummit #BusinessGrowth #TeamSuccess

Makai recently attended the 2024 Capital Group RIA Symposium and came back with some great insights! "It was inspiring to connect with other advisors and learn about their approaches to business and portfolio management. Everyone was great, but there is no other firm doing advisory like Bradley Wealth. We are leading the way in providing immense client value, meaningful interaction and awesome team culture!" Key takeaways included: -Market outlooks and the potential role of AI -Economic policy implications on taxes, tariffs, and supply chains under a Trump presidency -Increased confidence in Capital Group’s portfolio management strategy for our own investments Excited to keep raising the bar at BW! #CapitalGroup #RIASymposium #InvestmentStrategy

Bradley Wealth is proud to be a sponsor of the Tax & Legal 360 event, bringing together leading experts in tax, legal, and financial planning. Join us for an opportunity to gain valuable insights that will elevate your financial strategies. Stop by our booth on Thursday or Friday—we look forward to connecting with you! #TaxAndLegal360 #BradleyWealth #FinancialStrategies

We'd like to wish a very Happy Birthday to Alex! Your hard work and dedication make a huge difference every day. Cheers to a great year ahead! 🥂🎂 #BirthdayCheers #BradleyWealth

Haillie and Meryl proudly represented Bradley Wealth at the Redtail Bootcamp. As a fintech-driven firm, we are committed to continuous innovation, learning, and enhancing our client experience. #BradleyWealth #FintechInnovation #RedtailBootcamp #AlwaysLearning

The IRS just announced the new contribution limits for retirement savings in 2025. Here’s what you need to know: 𝟰𝟬𝟭(𝗸) 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗟𝗶𝗺𝗶𝘁: Increased to $23,500 (up from $23,000) Catch-up limit (age 50+) remains at $7,500 Catch-up limit (age 60-63) is $11,250 𝗜𝗥𝗔 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗟𝗶𝗺𝗶𝘁: Remains at $7,000 Catch-up limit (age 50+) remains at $1,000 𝗦𝗜𝗠𝗣𝗟𝗘 𝗣𝗹𝗮𝗻 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗟𝗶𝗺𝗶𝘁: Increased to $16,500 (up from $16,000) Catch-up limit for (age 50+) remains $3,500 Catch-up limit (age 60-63) is $5,250 𝗜𝗻𝗰𝗼𝗺𝗲 𝗣𝗵𝗮𝘀𝗲 𝗢𝘂𝘁 𝗥𝗮𝗻𝗴𝗲 𝗳𝗼𝗿 𝗥𝗼𝘁𝗵 𝗜𝗥𝗔𝘀: Singles: $150k - $165k (up from $146k - $161k) Married Filing Separately: Remains at $0 - $10,000 Heads of Household: $150k - $165k (up from $146k - $161k) Married Filing Jointly: $236k - $246k (up from $230k - $240k) 𝗜𝗻𝗰𝗼𝗺𝗲 𝗣𝗵𝗮𝘀𝗲 𝗢𝘂𝘁 𝗥𝗮𝗻𝗴𝗲 𝗳𝗼𝗿 𝗜𝗥𝗔𝘀: Income phase-out noted a minor increase across the board. 𝗜𝗻𝗰𝗼𝗺𝗲 𝗟𝗶𝗺𝗶𝘁 𝗳𝗼𝗿 𝗦𝗮𝘃𝗲𝗿'𝘀 𝗖𝗿𝗲𝗱𝗶𝘁: Single: $39,500 (up from $38,250) Married Filing Separately: $39,500 (up from $38,250) Heads of Household: $59,250 (up from $57,375) Married Filing Jointly: $79,000 (up from $76,500) Stay informed and maximize your retirement contributions! #IRSUpdates #RetirementPlanning

#ReturnOnLife moment with an incredible team that lives our core values. Morning hikes keep us grounded, driven, and remind us why balance, support, and shared vision matter. #TrueWealth #TeamBuilding

Do your taxes give you a fright? 🎃 Even with substantial wealth, tax planning remains crucial to preserving and growing your assets. Working with a financial professional can help you build a strategy that can help keep those tax scares at bay. Consider reviewing your approach and address any potential surprises. #TaxTerrors #FinancialFrights #BewareOfSurprises

School is just the beginning of your education—especially when it comes to finances. Master the art of managing your money, work towards growing your wealth for the future, keep more of what you earn, and always be prepared for the unexpected. Your financial journey continues—keep learning! #LifelongLearning #FinancialLiteracy #InvestInYourself

Retirement – 𝙩𝙝𝙚 𝙜𝙤𝙡𝙙𝙚𝙣 𝙚𝙧𝙖 𝙮𝙤𝙪’𝙫𝙚 𝙗𝙚𝙚𝙣 𝙨𝙖𝙫𝙞𝙣𝙜 𝙛𝙤𝙧. But what happens when it’s time to start spending that hard-earned nest egg? Psychologically, it’s a huge change. For decades, you’ve trained yourself to build up assets, but now you’re expected to draw down on these funds and live your life to the fullest. First and foremost, it’s important to remember that your retirement savings were always meant to be spent. Your savings aren’t just a scorecard. They exist to help you live your best life. Travel to dream destinations, explore different cultures or indulge in hobbies and passions that were previously put on hold due to work commitments. Invest in personal growth – enroll in classes and workshops that can enrich your knowledge and skills. Remember that retirement is about more than money. It’s about the freedom to explore, to enjoy, and to live life on your own terms. After all, isn’t that what you’ve been saving for? #GoldenYears #LiveLifeFully #SavingsWithPurpose