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 be considering the next steps…

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 likely grown to become your…

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 the majority of your net…

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, dedication, and passion. Now, with…

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 Monte Carlo test, a…

Tech, Housing, Banking, Recession.  At times, financial news seems to happen at random.  Shares of tech companies fall in value. Housing prices decline. Banks begin to face a run. Recession…

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 529 college savings plans, which…

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 we purchased a firm with…

529s are useful accounts for parents with kids who are likely to go to college. That being said, the rules and regulations are not well known and parents are rightly…