As we step into a new spring season, I find myself reflecting on a word that carries profound meaning both personally and professionally: GRATEFUL. At BWFA, gratitude is more than just a sentiment—it is a guiding principle that shapes our… Read More
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THE POWER OF A LIFE REVIEW: REFLECT, REFOCUS, AND RENEW
Retirement is often seen as the grand finale, the culmination of years of hard work, planning, and perseverance. But I prefer to think of it differently. Retirement isn’t the end of the story—it’s the beginning of your “second act.” It’s… Read More
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OUR SUMMER INTERNS
At BWFA, we are committed to education in finance and supporting students to explore career opportunities in our industry. The goal of our summer intern program is to provide students with mentorship and guidance as well as meaningful work experience… Read More
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Travel is a Great Way to Maintain Mental Well-being
Mental wellness is integral to having a fulfilling life. The World Health Organization (WHO) describes mental health as “a state of well-being in which an individual realizes his or her own abilities, can cope with the normal stresses of life,… Read More
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Why People in “Blue Zones” Live Longer Than the Rest of the World
“Blue Zones” are geographic areas with lower rates of chronic diseases and a longer life expectancy. Diet, fasting, and exercise are factors associated with Blue Zones. Italy, Greece, Japan, Costa Rica, and the US have a Blue Zone. Chronic diseases… Read More
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Retirement Plan Considerations at Different Stages of Life
Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, or are starting a family, enjoying your peak earning years, or… Read More
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BWFA Institute & Internship Class of 2023
At BWFA, we are committed to education in finance and supporting students to explore career opportunities in our industry. The goal of our summer intern program is to provide the students with mentorship and guidance as well as meaningful work… Read More
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Selecting an Executor
What is an executor? An executor is a personal representative who acts for you after your death. You nominate or designate an executor in your will to settle your estate. The person chosen will act in your place to make… Read More
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Healthy, Wealthy & Wise
“When health is absent… wealth becomes useless.” — Herophilus, Ancient Greek Physician That might have been the case 2,300 or so years ago, but it’s a doctrine I live by today, specifically noting the benefits of regular checks for both… Read More
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10 Tips to Help Your Marriage Survive Retirement
While you may view retirement as a long-anticipated emancipation from the work world, it is also a period of considerable change and adjustment. If you are married, some of the most profound changes will take place within the context of… Read More
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Transitioning Into Retirement Can Be A Good Thing
If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period during which you’ll be faced with a number of important choices, and the decisions you make can have… Read More
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Is Inflation Transient or Structural?
Inflation has been central to the market narrative for the first half of the year. With consumer prices surging and long-run inflation expectations at multiyear highs, we dissect whether rising inflation is technical, transient, or structural. Investors will continue to… Read More
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Investing for the Next Decade (7 perspectives on what the world in 2030 will look like)
The 2030s may seem like the distant future and certainly not a focus for many of us looking to just make it through these challenging current times. However, we, at BWFA, spend much of our time considering what life will… 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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6 Wellness Lessons from The Waltons
I’ve admittedly been feeling a bit reflective lately. Perhaps this stems from the slower pace fostered by the recent shelter in place orders or perhaps I’m simply contemplating life a bit more these days. In keeping with this frame of… Read More
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Why Should I Invest in the Stock Market Now?
NAVIGATING THROUGH MARKET VOLATILITY WHERE IS THE MARKET HEADED? Volatility may have some investors contemplating when they should pull out of the market or if they should sit on the sidelines and wait for the best time to invest. If you’re… Read More
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Deciding When To Retire: When Timing Becomes Critical
THINKING ABOUT EARLY RETIREMENT? Retiring early means fewer earning years and less accumulated savings. Also, the earlier you retire, the more years you’ll need your retirement savings to produce income, and your retirement could last quite a while. According to a… Read More
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Personal Residence Issues in Retirement
WHAT IS IT? As you grow older, housing issues become an integral part of your retirement plans. You may be living on a fixed income and want to get additional cash by borrowing against the equity in your home. You… Read More
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Four Reasons Your Parents Might Be In Financial Trouble
As your parents age, they will probably need more help from you. But it may be difficult to provide the help they need, especially if they’re experiencing financial trouble. Money can be a sensitive subject to discuss, but you’ll need to… Read More
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The Great Joy of Traveling
Some of the best conversations I have with our clients is finding out where folks have gone and what adventures they have encountered during the year. Nothing makes me happier than seeing our clients happy, healthy and yes, wealthy. Wealth… Read More
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New Year’s Resolutions
A new year means fresh beginnings, time for reflection and hoped-for changes. New year’s resolutions abound! They are a time-honored tradition for many of us, including myself. According to research, about 60% of us acknowledge making New Year’s resolutions, but… Read More