Bradley Wealth Management, LLC, is a full service accounting firm located in Silver Spring, Maryland. For more than 15 years, we have been providing tax preparation, accounting and auditing, retirement, tax and estate planning and many other accounting services to a wide range of clients, including both businesses and individuals, throughout the greater Washington DC area. In recent years, our client base has expanded nationwide and includes clients residing in Florida, Georgia, California, and Hawaii.
We have developed a reputation for professional excellence through the high quality of services we perform for our clients.
One of the advantages of working with our firm is that we believe in a holistic approach to financial advice, starting with your tax return. The tax information on your Form 1040 provides a wealth of valuable information. Ask us today about receiving your complimentary customized report and leveraging our expertise to provide you with a “1040 Advantage.”
Helpful Content
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
A Reminder of Why It's Important to Take a Long-Term View
The recent market drop is an important reminder of why it's important to take a long-term view.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Surprises
Making the most of surprises is a great reason to work with us.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.