Blog

What are the tax benefits of home ownership after tax reform? Buying a home can be a major expenditure. When working with financial planning clients, it’s always been important to examine not just the cost of the home, but the initial and on-going tax benefits. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable. There may also be tax benefits under state law. Let’s explore…. At Brighton Wealth Management, we are a fee-only RIA fiduciary and proudly dedicate ourselves to serving your financial planning and retirement goals.

Can Investing To Save Time Boost Your Happiness Returns? The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel. If you can afford it, don't shy away from spending money to save time. Doing so is an investment that provides immeasurable returns in the form of overall well-being. Let's explore.... At Brighton Wealth Management, we are a fee-only RIA fiduciary and proudly dedicate ourselves to serving your financial planning and retirement goals.

When working with clients in the financial planning and investment management processes, periodically clients question what will happen to their future if they have issues such as unforeseen medical problems, if their income won’t be sufficient to cover these problems. While this is impossible to predict, we have to consider it. Let's explore some ways to boost your confidence in your retirement strategy. At Brighton Wealth Management, we are a fee-only RIA fiduciary and proudly dedicate ourselves to serving your financial planning and retirement goals.

Last week we explored whether you could convert your traditional IRA to a Roth IRA in 2018. This week, let’s go over whether you should “undo” that Roth IRA conversion in 2018. As a financial planner, when I sit down with my clients, the question invariably comes up as to whether it would be a good idea to convert a traditional IRA to a Roth IRA. While carefully considering each of my client’s unique financial circumstances, my answer is usually, “It depends." Alternatively, there may be situations where one may want to "undo" the conversion. With the passage of the Tax Cuts and Jobs Act in December 2017, converting your IRA may now be "cheaper" than in past years and it will be more difficult to "undo." Let's explore. At Brighton Wealth Management, we are a fee-only RIA fiduciary and proudly dedicate ourselves to serving your financial planning and retirement goals.