Winter Park Office

611 N. Wymore Road

Suite 206

Winter Park, FL 32789

sprice@brileywealth.com

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Retirement

9 Facts About Retirement
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
Conquering Retirement Challenges for Women
Deciding When to Take Social Security
Women on the Rise
Choosing a Retirement Plan that Fits Your Business

Investment

The Utility of Sector Investing
The Anatomy of an Index
Alternative Investments - Going Mainstream
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
Inflation & Your Money
How Stocks Work

Estate

Problems with Probate
Four Steps to Valuing an Estate
Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
Estate Management Checklist
A Brief History of Estate Taxes
Steps to Protecting a Child with Disabilities

Insurance

Teen Drinking and Your Liability
Making Sense Of A Home Warranty
The Cost of Medical Care
Inventorying Your Possessions
When Life Insurance Becomes Taxable
Understanding Extended Care
Assess Life Insurance Needs
The A, B, C, & D of Medicare
Medicare Advantage 101

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?
Tax & Estate Strategies for Married LGBTQ+ Couples
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?
What Is a 1035 Exchange?

Money

The Half Million Dollar Baby
Buying vs. Leasing a Car
How Big is Money?
Personal Finance Calendar
What If Your Kids Decide Against College?

Lifestyle

Prevent a Rift: Money Tips for Newlyweds
Fixed or Variable Mortgage, Which Should You Pick?
Mastering Mobile Lingo
Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
How Boomers and Millennials Differ
Do Your Kids Know The Value of a Silver Spoon?

Contact

Office: (407) 740-0190

Fax: (407) 740-5812

611 N. Wymore Road

Suite 206

Winter Park, FL 32789

sprice@brileywealth.com

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