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    Content Library

    • Monte Carlo Analysis

      • September 29th, 2017
      • Posted in Investment Management
      • Tags: financial forecasts, investment management, monte carlo analysis

      When you sit down with a BWFA financial professional to update your retirement plan, you may encounter a Monte Carlo simulation, a financial forecasting method that has become more prevalent in the last few years. Monte Carlo financial simulations project… Read More

    • Health Insurance In Retirement

      • September 29th, 2017
      • Posted in Financial Planning
      • Tags: health care, health insurance, medicare, retirement

      At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and… Read More

    • Our Summer Interns

      • September 29th, 2017
      • Posted in Updates
      • Tags: BWFA, Interns

      This summer BWFA was fortunate to have seven talented student interns work with our team. Each brought their individual skills to the table and, hopefully, each gained some meaningful exposure and experience from their time with us. The team of… Read More

    • BWFA Client Advisory Board

      • July 6th, 2017
      • Posted in Updates
      • Tags: BWFA, Client Advisory Board, client services

      Today, the CAB consists of approximately 30 members, typically serving 2-4 year terms. The board meets twice a year, usually at a local restaurant, for luncheon presentation and follow up discussion. Among the current members are professionals, retirees, small business… Read More

    • Retirement Plans for Small Businesses

      • July 5th, 2017
      • Posted in Business Services, Financial Planning
      • Tags: business planning, retirement planning, small business

      As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an employer- sponsored retirement plan. In return, however, you’re required to include certain employees in the… Read More

    • Gift & Estate Taxes

      • July 5th, 2017
      • Posted in Tax Services
      • Tags: Estate taxes, Gift taxes, tax

      If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be… Read More

    • Time in the Stock Market + Market’s Resiliency = Potential for Long Term Financial Success

      • July 5th, 2017
      • Posted in Investment Management
      • Tags: financial success, investment management, long-term planning, stock market

      In the last quarterly newsletter, I wrote about the benefits of time in the market and, conversely, the perils of missing the most successful, unpredictably timed, individual positive days in the market. Simply stated it is “time in the market” that trumps “timing… Read More

    • Financial Planning: Helping You See The Big Picture

      • July 5th, 2017
      • Posted in Financial Planning
      • Tags: Financial Plan, financial planning, Financial Process, retirement planning

      Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes… Read More

    • Establishing a Budget

      • July 5th, 2017
      • Posted in Financial Planning
      • Tags: budget planning, budgeting, financial goals, financial planning

      Do you ever wonder where your money goes each month? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals. EXAMINE YOUR FINANCIAL… Read More

    • Caring for Your Aging Parents

      • July 5th, 2017
      • Posted in Financial Planning
      • Tags: aging parents, financial planning, retirement, retirement planning

      Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that… Read More

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