Aubry Wealth Management

Aubry Wealth Management We are an independent wealth management firm here to help you live your best life in retirement.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
02/02/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Ever heard of a Roth 401(k)? Would one be right for you?
01/30/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
01/28/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
01/26/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
01/23/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
01/21/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
01/19/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

A few strategies that may help you maximize your Social Security income.
01/16/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
01/14/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
01/12/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Wondering what to tell your financial pro? Check out this quick video for guidance!
01/09/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower in...
01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.

Address

549 N Wymore Road Suite 109
Maitland, FL
32751

Alerts

Be the first to know and let us send you an email when Aubry Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Aubry Wealth Management:

Share