BWM Weekly Article This week, our team has selected an insightful article that we believe will add significant value to our...
Personal Finance
Weekly Article July 11th 2024
BWM Weekly Article This week, our team has selected an insightful infographic that we believe will add significant value to...
Weekly Article July 2nd 2024
BWM Weekly Article This week, our team has selected an insightful video that we believe will add significant value to our...
Education Planning – August 2023
School is almost back in session! In this video, Eric & Jordan discuss education planning topics like, 529s, financial...
Should you consider using an HSA?
Many people don't utilize an HSA, even if they qualify. Eric and Jordan discuss the common misconceptions and address the...
New Year’s Financial Resolutions
The year is coming to a wrap. For many this year was something we want to put behind us; some of us had a wonderful year...
A Fresh Perspective on Budgeting
Almost two months, I wrote a simplified article to my peers on how to begin investing. It was not an all-conclusive, final...
Demystifying Credit Scores
Let us talk about credit scores. I know people think credit scores are important. I personally think there is too much...
The “Money” Talk
In today’s society financial literacy could not be more important. Money, investing, and debt affect almost every aspect of...
What is Wealth?
If you asked 100 people, “what is wealth?” you most likely would receive 100 different answers. Surely, a common theme...
Year End Checklist
2019 is almost done, but there is still time to accomplish some last-minute tax planning. Some tax strategies can be...