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Navigating Capital Gains Tax When Selling Your Home
Let’s demystify the process of dealing with capital gains taxes when selling your home. If you’re not familiar, capital gains tax applies to the profit

How Your Social Security Claiming Age Impacts Your Retirement Income
Social Security is one of the most important sources of retirement income for most Americans. It provides a guaranteed stream of income that is adjusted

The Role of a Financial Advisor in Business Valuation and Transition: Guiding Business Owners Age 50+ Through the Process and Beyond
As a business owner over the age of 50, you’ve dedicated countless hours to building and growing your enterprise. As you approach retirement, you may

Diversifying Your Wealth: A Comprehensive Guide for Business Owners (age 50+)
As a baby boomer business owner, you’ve spent a significant portion of your life building and nurturing your enterprise. Over the years, your business has

Business Valuation: The Importance for a Secure Retirement
As a successful business owner, you have invested time, energy, and resources into building a thriving enterprise. For many entrepreneurs like you, your business represents

Succession Planning for Business Owners (aged 50-65): Ensuring a Smooth Transition and Lasting Legacy
As a business owner over the age of 50, you’ve spent years building and nurturing your enterprise, creating a legacy that reflects your hard work,

The Monte Carlo Test in eMoney: Measuring Retirement Plan Outcomes
As financial advisors, we often encounter clients concerned about the uncertainties surrounding their retirement plans. One powerful tool we use to alleviate these concerns is

The Common Thread: How Rising Interest Rates Have Impacted The Economy
Tech, Housing, Banking, Recession. At times, financial news seems to happen at random. Yet each of these headlines contains a common thread: rising interest rates.

529 College Savings Plans: The Comprehensive Guide
College is one of the largest expenses that parents encounter. Fortunately, parents have 18 years to save for this daunting financial goal. Many turn to

Texas ORP: Everything You Need To Know
For over 35 years, M.C. Byrd Wealth Management has helped hundreds of business owners and professionals manage their portfolios and save for retirement. In 2015