Bryant Asset Management

05/08/2024

Attention, high-income earners: don’t let income limits stop you from enjoying tax-free investment growth. The “backdoor” Roth IRA is a legal strategy that allows you to convert funds from a traditional IRA to a Roth. Learn how it works: https://bit.ly/3vJoSF9

A backdoor Roth IRA is a completely legal strategy for high-income taxpayers to avoid the Roth's income limits. Start investing today.

05/02/2024

Want to raise financially responsible kids? Don’t shy away from money talk. Open communication about wealth is key to setting your children up for success. Learn how to navigate these important conversations: https://bit.ly/3UgfPnn

Family discussions about money are important in educating children about financial concepts and the family’s legacy.

03/14/2022

Bryant Asset Management is hosting an informational Zoom Seminar regarding Social Security Benefits TOMORROW at Noon.

Register for Social Security Zoom Meeting
https://zoom.us/j/92718473953?pwd=ZFpHSlVpcCtmUGRWcnVxYklVcGN0QT09

Please feel free to tune in if you are interested, and don’t hesitate to pass this invitation on to any friends or family members who are in or nearing retirement and considering their Social Security options.

Social Security is a key component of your retirement plan and being able to maximize your benefit is crucial.
We have asked Social Security Planning expert Karen L. Ireland, CFP to join us on this call.

This seminar will address:
• How Retirement Benefits are calculated
• Options for married couples and divorcees
• Taxes and your retirement plan

Each year, Social Security changes. In 2022, there have been changes to the cost of living increase, your earnings subject to the social security tax, and the full retirement age.

Please join us on March 15th to learn about how you can make the most out of your Social Security Benefits.

The Zoom Meeting Details are below, simply click the “Join Zoom Meeting” link to register.

Sign up for the call on Tuesday March 15th at NOON:

Register for Social Security Zoom Meeting
https://zoom.us/j/92718473953?pwd=ZFpHSlVpcCtmUGRWcnVxYklVcGN0QT09

Dial by your location: +1 470 250 9358
Meeting ID: 927 1847 3953
Passcode: 259723

03/08/2022

Bryant Asset Management is hosting an informational Zoom Seminar regarding Social Security Benefits next Tuesday, March 15th at Noon.

Register for Social Security Zoom Meeting
https://zoom.us/j/92718473953?pwd=ZFpHSlVpcCtmUGRWcnVxYklVcGN0QT09

Please feel free to tune in if you are interested, and don’t hesitate to pass this invitation on to any friends or family members who are in or nearing retirement and considering their Social Security options.

Social Security is a key component of your retirement plan and being able to maximize your benefit is crucial.

We have asked Social Security Planning expert Karen L. Ireland, CFP to join us on this call.

This seminar will address:
• How Retirement Benefits are calculated
• Options for married couples and divorcees
• Taxes and your retirement plan

Each year, Social Security changes. In 2022, there have been changes to the cost of living increase, your earnings subject to the social security tax, and the full retirement age.

Please join us on March 15th to learn about how you can make the most out of your Social Security Benefits.

The Zoom Meeting Details are below, simply click the “Join Zoom Meeting” link to register.

Sign up for the call on Tuesday March 15th at NOON:

Register for Social Security Zoom Meeting
https://zoom.us/j/92718473953?pwd=ZFpHSlVpcCtmUGRWcnVxYklVcGN0QT09

Dial by your location: +1 470 250 9358
Meeting ID: 927 1847 3953
Passcode: 259723

02/23/2022

We will be hosting two Zoom calls TODAY, February 23rd, 2022 with specialist Kristia A. Adrian from J.P. Morgan to discuss College Planning Essentials that every parent/grandparent needs to know.

Session 1 will be at Noon, and Session 2 will be at 5:00 PM.

Kristia A. Adrian, vice president, Kristia "Kris" Adrian serves as the 529 Specialist for J.P. Morgan. In her role, Kris travels throughout the country to educate the public on college planning and The Advisor-Guided 529 Plan using College Planning Essentials.
For your convenience, we will be hosting two sessions with Kristia covering this important topic.

Simply click the Zoom meeting link to login and register.

Bryant Asset Management Presents: College Planning Essentials Session 1 – Noon on 2/23/2022
Click this link to register:
https://zoom.us/j/96594661801...
Or Dial In:
Dial by your location: 470 250 9358
Meeting ID: 965 9466 1801
Passcode: 203478

Bryant Asset Management Presents: College Planning Essentials Session 2 – 5:00 PM on 2/23/2022
Click this link to register:
https://zoom.us/j/95025021602...
Or Dial In:
Dial by your location: 312 626 6799 US
Meeting ID: 950 2502 1602
Passcode: 848708

02/14/2022

We will be hosting two Zoom calls on Wednesday, February 23rd, 2022 with specialist Kristia A. Adrian from J.P. Morgan to discuss College Planning Essentials that every parent/grandparent needs to know. Session 1 will be at Noon, and Session 2 will be at 5:00 PM.

Kristia A. Adrian, vice president, Kristia "Kris" Adrian serves as the 529 Specialist for J.P. Morgan. In her role, Kris travels throughout the country to educate the public on college planning and The Advisor-Guided 529 Plan using College Planning Essentials.

For your convenience, we will be hosting two sessions with Kristia covering this important topic. Details for both sessions are below.

Simply click the Zoom meeting link to login and register.

Bryant Asset Management Presents: College Planning Essentials Session 1 – Noon on 2/23/2022
Click this link to register:
https://zoom.us/j/96594661801?pwd=M1lRaXhaQnUvbFhyemhHVHMwTTZYQT09

Or Dial In:
Dial by your location: 470 250 9358
Meeting ID: 965 9466 1801
Passcode: 203478

Bryant Asset Management Presents: College Planning Essentials Session 2 – 5:00 PM on 2/23/2022
Click this link to register:
https://zoom.us/j/95025021602?pwd=NCsxamlzNjFIbkZoZjYrYW1yNm9OQT09

Or Dial In:
Dial by your location: 312 626 6799 US
Meeting ID: 950 2502 1602
Passcode: 848708

12/30/2021

‼️ 𝐹𝑅𝐸𝐸 𝒩𝑒𝓌 𝒴𝑒𝒶𝓇𝓈 M𝑜𝓋𝒾𝑒 B𝑜𝓍𝑒𝓈‼️
🍿 Our office is giving away 𝗙𝗥𝗘𝗘 take home movie boxes to help ring in 2022!
🍿 The movie box is filled with fun for one or the whole family!
🍿 If you would like to pick up a movie box- please stop by our office! 1280 New Scotland Rd, Slingerlands, NY.
🍿 Pick up between 8:30am-5pm TODAY and TOMORROW ONLY!
🍿 Call our office first to make sure they are still available! #2022

12/08/2021

Bryant Asset Management would like to invite you to a CPA CE meeting we are hosting TODAY at 12:00pm via Zoom.

Eligible attendees may obtain one hour of SHRM, HRCI, CEBS, CPA, continuing education credit for attending the session.

The Zoom Link for the Meeting is below:

Join Zoom Meeting
https://zoom.us/j/95036077782?pwd=cGJ4RW5JeTRLTzFjZks1K1NVbU5Zdz09

The topic will be “The Latest Generation of Fiduciary Failures.”

Join us as we take a close look at recent court decisions against plans and their providers for breach of fiduciary duty. The presentation offers several lessons highlighting the importance of having proper processes documented for fiduciary risk management and following the plan’s Investment Policy Statement.

Key takeaways from this program include:
• An overview of recent class-action lawsuits
• What we learned from each lawsuit
• An action plan for plan sponsors

We hope to see you there!

12/03/2021

'Tis the season for giving! Friends of Bethlehem Parks and Recreation, a not-for- profit organization working to protect, enhance and expand recreational activities and parks in the Town of Bethlehem, announced today a matching donation campaign to raise funds for trail building and trail amenities at Normans Kill Ravines Park.

Delmar residents Mark Bryant and Lisa Callahan have pledged to match dollar-for-dollar all donations up to $50,000 designated for the campaign. Donors wishing to double the impact of their gifts for this purpose are invited to give to Friends between November 30 ( ) and December 31, 2021.

Information on making a tax-deductible donation is available at www.friendsofbethlehemparks.org/donations or by calling 516-200-4730. Secure donations will be accepted online via PayPal or by check mailed to Friends of Bethlehem Parks and Recreation, c/o Parks and Recreation Department, 261 Elm Avenue, Delmar NY 12054. Matching funds apply to gifts made between November 30 and December 31.

11/16/2021

Bryant Asset Management would like to invite you to a FREE CPA CE meeting we are hosting at Noon on 12/8/2021 via Zoom.

The topic will be “The Latest Generation of Fiduciary Failures.”

Join us as we take a close look at recent court decisions against retirement plans and their providers for breach of fiduciary duty. The presentation offers several lessons highlighting the importance of having proper processes documented for fiduciary risk management and following the plan’s Investment Policy Statement.

Key takeaways from this program include:
• An overview of recent class-action lawsuits
• What we learned from each lawsuit
• An action plan for plan sponsors

Eligible attendees may obtain one hour of SHRM, HRCI, CEBS, CPA, continuing education credit for attending the session.

The Zoom Link for the Meeting on 12/8/2021 at Noon is below:

Join Zoom Meeting
https://zoom.us/j/95036077782?pwd=cGJ4RW5JeTRLTzFjZks1K1NVbU5Zdz09

We hope to see you there!

10/25/2021

👻 Stop by Bryant Asset’s office this week to claim your FREE 🅗🅐🅛🅛🅞🅦🅔🅔🅝 goodie bag! We have bags with candy and bags without! Fruit snacks, pretzels & nerds, OH MY! Come on by and scoop yours today!

🎃 Prefer a 𝙘𝙤𝙣𝙩𝙖𝙘𝙩𝙡𝙚𝙨𝙨 pick up? No problem! We will leave some goodie bags in the office vestibule during business hours.

👻 Our wonderful COO, Jessica, bought these bags but they are free to you and all proceeds go to Ronald McDonalds House Charities of the Capital Region.
*Special thanks to Jessica, for organizing this community give back!

🅷🅰🅿🅿🆈 🅷🅰🅻🅻🅾🆆🅴🅴🅽 🆈🅰’🅻🅻!