Year-End Financial Planning Checklist for High Earners
Time to Read: 5 Minutes As the holiday season gears up, there are some things you should ...
The Positive Effects of Working in Your Senior Years
Time to Read: 5 Minutes Working during your senior years doesn’t have to be just about ...
What Can You Buy With 529 Distributions?
Time to Read: 4 Minutes The biggest challenge for students and parents when planning for ...
529s – College Savings Advice for High-Net-Worth Investors
Time to Read: 10 Minutes Section 529 plans are arguably the best college savings vehicle ...
Sweating the Small Stuff: Getting Strategic About Paying Investment Advisory Fees
Time to Read: 4 Minutes At BWM Financial, our laser focus on giving clients a financial ...
Gifting to Your Kids – The Top 4 Strategies High Earners Haven’t Considered
Time to Read: 8 Minutes One of the most fulfilling roles as an advisor at BWM Financial ...