Broughton Eason Financial Partners

09/03/2026

Almost three weeks ago, Virginia and I welcomed our daughter Ginna! She is our first child, and we are so incredibly blessed and grateful that we get to be her parents.

Somewhere in the craziness of the past few weeks, I discovered that parenthood has a way of crystalizing things. I truly enjoy my work as a financial advisor. It's fulfilling to help people find peace of mind and get a concrete plan to reach their goals, and a big part of that is helping clients find their "why" behind all the working, planning, and investing.

This picture is my why. We have a long weekend coming up, and it's a perfect time to think about yours.

09/02/2026

For business owners, retirement plans can be just the tip of the iceberg. Employees are increasingly expecting robust benefit plans, even from smaller companies.

The benefit plans discussed here can help attract and retain talented employees for your business and make a meaningful positive benefit in the lives of your employees. What questions do you have about implementing these benefits?

If you own a small business, you may be finding it increasingly necessary to implement a benefit program to attract and retain employees. For small businesses, benefit plans generally consist of some of the major insurance benefits, discussed here, as well as employer-sponsored retirement plans.

09/01/2026

People are living longer than ever before. This is a great thing, but with retirement lengths stretching to 25 years or longer in some cases, retirement accounts are having to last longer as well.

The question this article asks is important: is your retirement plan built to handle increased longevity?

Thoughtful planning can help you prepare for these possibilities while supporting the people and priorities that matter most.

08/28/2026

If you own a small business and you haven't set up a retirement savings plan, what are you waiting for?

A retirement plan can help you and your employees save on taxes while saving for the future. The options we discuss here can help you decide which plan is right for you.

Breadcrumb Home News & Commentary Articles for Business Owners You must have JavaScript enabled to use this form. Request More Information Preferred Communication Method Phone Email I consent to allowing Broughton Eason Financial Partners to send me text messages on behalf of Janney Montgomery Scott...

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4gmTSPP

08/25/2026

2026 is flying by, and with the last quarter fast approaching now is the time to look at your tax situation for the year.

Required minimum distributions, capital gains, and interest income all have the potential to increase your tax bill. This article reviews 9 things to consider as you take a look at your situation, either alone or with the help of a financial advisor.

Effective year-end tax planning involves more than looking for immediate tax savings. It also requires considering how decisions involving investments, retirement accounts, charitable giving, and your estate may affect your long-term goals. Your Financial Advisor can work with your tax and legal pro...

08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4bXR4pM

08/17/2026

AI can do a lot of things, even in the investment world. One thing it can't do, however, is take the place of a good (human) financial advisor.

This job is more about the people than the investments. In a world where the right answer depends on more than just numbers alone, a human advisor is indispensable.

In a world shaped by technology and artificial intelligence, the value of a Financial Advisor is not just in providing information. It is in helping you interpret it, apply it to your life, and remain focused on the goals that matter most. 

08/13/2026

Managing your finances should be simple and secure. With eDelivery, you can access important account documents online as soon as they're available, including statements, trade confirmations, tax forms, and more.

Watch this short video to learn how to enroll in eDelivery: https://bit.ly/4hxBk0q

08/12/2026

Exceptional wealth deserves more than a one-size-fits-all approach. with thoughtful planning tailored to your goals, priorities, and long-term vision. Reach out if you’d like to discuss how your financial strategy can support what’s next: https://bit.ly/4i4jUsi