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Bradshaw Financial Planning, Inc.

Trent Bradshaw

CFP®, AIF®, President

Bradshaw Financial Planning, Inc.

Welcome to

Bradshaw Financial Planning

Advisors with Bradshaw Financial Planning, Inc. are our clients’ first source for financial knowledge and strategy. We provide complete solutions designed to strengthen both their portfolios and their confidence in the future.

North Carolina’s retirees and business professionals rely on us to guide and inform them. And we do just that by providing direction and timely, frequent communication. Our clients know how their money is performing because we keep them aware. And we can do the same for you.

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2017 Tax Planning


Helpful Content

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

 

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

“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.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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