Broughton Eason Financial Partners

Doctors, dentists, and other medical professionals have a number of unique financial considerations. For those who own their own practices, and sometimes the real estate which houses the practice, things can get even more complicated.

Here we explore some important topics for medical professionals. Have questions? Fill out the contact form at the bottom of the article.

Medical Professionals: A Prescription for Your Financial Health | Broughton Eason Financial Partners | Raleigh, North Carolina | Janney The demands on medical practitioners today can seem overwhelming. It's no secret that health-care delivery is changing, and those changes are reflected in the financial issues that health-care professionals face every day. You must continually educate yourself about new research in your chosen speci...

As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.

The Changing Medicare Landscape: Why it Matters to Your Retirement Plan For many retirees, Medicare Part B is one of the most visible health care costs because the premium is often deducted directly from Social Security benefits. In 2026, the standard Part B monthly premium is $202.90, up from $185 in 2025. The annual Part B deductible is $283, up from $257. Part B gene...

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!

Is your company retirement plan doing its job? As a business owner or entrepreneur, you may not always know where to begin to answer that question.

To help you answer, we created a handy little checklist: 8 questions we believe business owners should be able to answer about their retirement plan.

Still unsure? Click the "Request a Conversation" button on the checklist or visit www.broughtoneason.com/ -information and we will be happy to schedule a call.

For important information about Janney and your best interests, see www.janney.com/crs.

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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.

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?

Benefit Plans for Small Businesses | Broughton Eason Financial Partners | Raleigh, North Carolina | Janney 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.

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?

In a New Era of Longevity, How Can You Protect Your Assets, Your Family, and Your Legacy? Thoughtful planning can help you prepare for these possibilities while supporting the people and priorities that matter most.

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.

| Broughton Eason Financial Partners | Raleigh, North Carolina | Janney 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...

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

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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.

9 Considerations for 2026 Year-End Tax Planning 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...