Brendan Bayron - Build Wealth, Retire Confidently, Leave a Legacy

10/04/2023

🔉 ATTENTION 🔈

I am so excited to announce I am an executive producer of "The Retirement Deception", A film that explores real life case studies of how individuals have successfully generated an income stream from their retirement nest egg.

My goal for this film is to break down the traditional and static ideas of what living a successful retirement truly means.

All my clients approaching retirement know it is my goal for them, that they never have to watch CNBC in the morning to know if their retirement is in good shape.

If you’re approaching retirement and want to learn more and be one of the select few to have access to this film, comment below.

04/05/2023

LAST CALL! Join us tomorrow Wednesday April 5th at 6:30 EST for our college funding workshop. We have a Financial Aid expert and Author of “College Funding Secrets” speaking on the 5 biggest mistakes parents make when saving for college.

Financial aid expert and author Chris Curran, will shed light on the misperceptions about how to pay for college, and share secrets about how to reduce the cost significantly.

02/09/2023

This article made me want to clean out the attic so my kids don't have to!

One of the things you need to prepare for when you’ve reached your retirement age is your will. It is a document that lists all your properties and assets and...

01/26/2023

Death isn't something you should ever think about but being prepared can make it easier. Lets chat about your plan after someone dies!

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.

01/20/2023

It might not sound romantic today, but establishing good financial habits early in your marriage can help fund those romantic getaways later!

Whether you’re getting married or just moving in together, every couple needs to come to an understanding about how they will handle money and learn what benefits their coupledom may afford them.

01/19/2023

Great illustration of the concept of "sequence of returns" risk - now what do you do about it? If you want to talk about safeguarding your portfolio, let's talk.

Adjusting your portfolio to minimize the sequence of returns risk could help your money last well into retirement and beyond.

10/23/2022

A solid financial plan can help cushion the impact of inflation. If you need help with your financial plan, I can help.

High inflation in the U.S. is driving up the price of everything from gas to groceries, but IRS inflation adjustments mean that the impact of inflation on 2023 tax brackets and some tax credits won’t be all bad.

10/18/2022

Lets talk about the benefits of incorporating a Roth IRA into your financial plan!

A workaround for the Roth IRA income restrictions enables wealthier individuals to to earn tax-free income. But how long will that back door remain open?

10/15/2022

If you are a high earner who saves a lot, saving in tax-deferred accounts may prove to be bad advice.

A warning to high earners and super savers: That massive 401(k) or traditional IRA that you worked so hard to build may become a big problem in retirement, resulting in huge tax bills and Medicare surcharges. Here’s what you need to know, and what you can do about it.