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.”
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Building wealth requires protection from the forces of wealth destruction.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Even if you’re young and single, you should still consider protecting yourself.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how to set up your financial goals for success? This knight does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you know these three personal finance sayings?
Learn how to harness the power of compound interest for your investments.