As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on whether you plan to retire from the […]
-
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 experience that offers a glimpse into the everyday operations of a financial services company. We […]
-
Trust Basics
Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing […]
-
Getting Started: Establishing an Emergency Fund
In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having an emergency fund, or a financial safety net, in place can ensure that you’re protected when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool of readily available funds […]
-
Fundamental Concepts for New Investors
Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task. But take heart. Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions. […]