Determining the right amount of cash to hold is a much more complicated decision than most people think. You want to have enough cash on hand for monthly expenses, for unexpected large expenditures, and for an emergency fund in case… Read More
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A Scientific Reason to Stop and Smell the Roses [The importance of fostering appreciation]
A study suggests people are happier when they take time to appreciate the good things in life. “Stop and smell the roses” may be a cliché, but research suggests it’s sound advice for finding satisfaction in life. A study in… Read More
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Why is a Comprehensive Portfolio Assessment So Important? [23 Factors that Impact your Investment Portfolio]
BWFA evaluates 23 factors that impact your investment portfolio in our Comprehensive Financial Assessment conducted by a Certified Financial Planner and a Senior Portfolio Manager. How will your portfolio score? Sign up for this important webinar to learn how to… Read More
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What is a Donor-Advised Fund (DAF)?
What is a donor-advised fund (DAF)? A donor-advised fund (DAF) offers an easy way for a donor to make significant charitable gifts over a long period of time. A DAF is similar to a private foundation but requires less money,… Read More
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Evaluating An Early Retirement Offer
In today’s corporate environment, cost-cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it… Read More
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Tax Tips: Health Insurance
Your health insurance coverage probably came in handy several times over the past year. It all seemed so simple at the time—you paid a deductible, and your insurance usually kicked in the rest. But what do you do at tax… Read More
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Is Your Business Too Dependent On You? (5 Reasons Why Your Business Is Too Dependent On You)
If you, as a business owner, were to draw a picture that visually represents your role in your business, what would it look like? Are you at the top of an organizational chart, or stuck in the middle of your business… Read More
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Bypassing Probate
You may have heard about the horrors of probate, but in truth, probate has gotten an undeservedly bad reputation, especially in recent years. If you bypass probate, your estate will go to your beneficiaries without any court proceeding, and you… Read More
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What About 1968?
In the most recent June 2020 BWFA Advisor magazine, I wrote, “What a Difference 100 Years Makes…or Does It?”. In the article, I drew comparison to today’s pandemic with the Spanish Flu pandemic of 1918. What we saw is, despite… Read More
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