Wyatt Brothers Financial, LLC

09/09/2024

Be Proactive About Future Tax Changes
The sunset of The Tax Cuts and Jobs Act in 2026 could bring significant changes to individual income tax rates, estate and gift tax exemptions, and more. Don't wait until it's too late. Now is the time to start planning with your financial professional to ensure you're prepared for potential impacts. Read more about what these changes could mean for you and how to prepare.
https://bit.ly/3XC8SA3

11/02/2023

Here are five strategies you may consider if the estate tax unified credit reverts from $13 million to $5.5 million.

In relation to estate taxes, we seem to be experiencing a sense of deja vu. Can we avoid the mistakes of the past?

10/30/2023

Prepare for long-term care before a need arises. Watch this video to learn more about how to create a strategy.
https://bcove.video/3LokZrh

12/19/2022

During the pandemic, Congress gave workers in the U.S. a break. If you really needed money, you could tap your 401(k), but to avoid a tax hit, you still need to pay the money back. Here’s what you need to know.

Typically, distributions received from an IRA or retirement plan before reaching age 59 ½ are subject to an additional 10-percent tax, unless an exception applies.

08/11/2022

While nobody knows when or if a recession might happen, it may be wise to start preparing by looking at how it could affect your retirement savings.

The U.S. economy shrank for a second straight quarter, which has renewed many Americans' concerns that a recession could be coming.

05/16/2022

Teachers have a lot on their plate, so we want to help. Learn how New York Life's Grief-Sensitive Schools Initiative can better equip educators and other school personnel to support grieving students.

Sign up to partner with New York Life in their effort to establish supportive, grief-sensitive school environments for bereaved students.

05/16/2022

A financial expert shares tips on how to prepare in advance to face rapid inflation and protect yourself and even take advantage of it to grow your finances.

There are ways to hedge against inflation.

05/13/2022

According to this study, baby boomers will draw down their 401(k) balances at a faster pace than the generations before them, causing many to face the risk of outliving their savings. Learn why in this article.

Earlier cohorts had defined-benefit plans and therefore less need to tap financial assets

05/09/2022

Learn how a half-point interest-rate increase can help curb inflation, in this article.

“We really are committed to using our tools to get 2% inflation back."

04/22/2022

Whatever the future holds for you and your family, I take pride in helping you prepare for it. Letʼs talk about how I can give your family a little more peace of mind.

04/15/2022

I love my work because I love helping people. Every day, I get to help my clients protect what matters most to them. And that makes everything I do worth it. Let me help you today.

04/11/2022

Inflation is continuing to rise and the Fed does have options to combat it. In his quarterly report, New York Life’s Executive Vice President and Chief Investment Officer, Tony Malloy, offers his opinion of what the Fed should do now. Inflation is just one of the many factors that are causing a lot of market uncertainty. If you have questions about your future, reach out and we can talk.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.