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Andrea Taylor, CPA, MSA Wealth Management Advisor | Aubrey Brown, CFP®, EA, M.S. Wealth Management Advisor | Thursday, March 12, 2026

Every year, Weatherly posts an updated Key Financial Data Sheet. While it may appear overwhelming at first glance, it remains one of our most frequently referenced tools as advisors. In this blog, we provide a fresh look at the 2026 Key Financial Data Sheet and highlight several of the figures that can play an important […]

Aubrey Brown, CFP®, EA, M.S., Wealth Management Advisor | Andrea Taylor, CFP®, CPA, MSA, Wealth Management Advisor | Thursday, August 14, 2025

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law just six months before key provisions of the 2017 Tax Cuts and Jobs Act (TCJA) were set to expire. While the bill’s 887 pages include many non-financial provisions, it carries broad implications for taxpayers, making several TCJA-era tax law […]

Marty Rascon, Wealth Management Associate Advisor | Ryan Richardson, CFP®, ChFC®, Senior Wealth Management Advisor | Thursday, February 20, 2025

Investing in real estate ranks among the most significant financial decisions most individuals will make in their lifetime. Whether investing in a primary residence or an investment property, there are several critical factors that must be considered. Selling a property, especially one held for a long time or a property that has significantly appreciated in value […]

Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor, Partner | Thursday, January 25, 2024

By now, we have all likely heard several New Year’s Resolution enthusiasts say, “New Year, New Me!” Per Forbes, one of the most popular 2024 New Year resolutions is improving finances. Since we certainly don’t want to see this resolution drop off, we are sharing our updated 2024 Key Financial Data Sheet to assist you in your financial goals today and all year long.

Chrissy Rhamy, Operations Associate | Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Thursday, May 25, 2023

If you find taxes confusing, then you are not alone. Albert Einstein once said, “the hardest thing in the world to understand is the income tax.”  While we outline many useful tax details in our ­Key Financial Data Sheet and even observed the US history of taxes in a prior blog post, it is truly the […]