Brophy Wealth Management, LLC

05/27/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

05/21/2026

In observance of Memorial Day, Brophy Wealth Management, LLC will be closed on Monday, May 25, 2026. We will resume regular business hours on Tuesday, May 26, 2026.

As we enjoy the holiday weekend, we take time to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

Wishing everyone a safe and meaningful Memorial Day weekend!

05/20/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

05/13/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

05/11/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

05/06/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

04/29/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

04/22/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

04/22/2026

Social Security is changing in 2026 — and these updates could impact your retirement strategy.

In our latest webinar, we break down what you need to know, including:
✔️ 2.8% COLA increase
✔️ Higher earnings & tax limits
✔️ Full Retirement Age is now 67
✔️ Updates to working while collecting benefits
✔️ Changes from the Social Security Fairness Act
✔️ Long-term funding considerations

Whether you’re approaching retirement or already collecting benefits, understanding these changes is key to making informed decisions.

If you have questions about how this affects your plan, feel free to reach out.

Watch the full webinar here:

1 like. "Social Security Updates for 2026: What You Need to Know"

04/17/2026

A homewarranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.