BD Planning Partners

BD Planning Partners direction. impact. legacy.

04/29/2024

It takes more than a basket of stocks to secure your financial future. It takes strategy, savings, and a commitment to tax efficiency. It takes holistic planning.

03/30/2024

You fully fund your 401(k) retirement account every year, sacrificing a fatter paycheck today for financial security down the road, and for that, you should be proud. Depending on your income and future lifestyle, however, it may not be enough.

03/01/2024

Interest rates have a profound effect on consumers. They set the cost of borrowing money, determining how much you’ll actually pay to buy a house or a car or carry a credit card balance. I

02/03/2024

Despite the gyrations and the travails, progress has been made, and we must take stock of where we are, and what we have experienced, so we can, with any luck, make better decisions about the future that we face (however uncertain that may be).

01/20/2024

Given today’s retirement realities, it’s crucial to think about how you define retirement and how you intend to manage your income, typically a combination of money from retirement accounts, Social Security payments, and proceeds from investment contributions made over the years.

Happy New Year!
01/01/2024

Happy New Year!

Merry Christmas!
12/25/2023

Merry Christmas!

12/23/2023

A handmade scarf, baked goods, a cherished photo in a discount frame. Gifts for friends and family during the holiday season need not break the bank. In fact, some of the most meaningful gifts you can give are virtually free.

12/09/2023

The topic of money and finances may be taboo in many homes, but it is also one that should not be ignored, especially between adult children and their aging parents.

11/22/2023

Have you considered the role that gifting can play in effective year-end financial planning?

11/11/2023

Before examining what’s happening in the markets lately, including bond surges and equity stumbles, it might be useful to consider perspective.

10/27/2023

No one thing in and of itself — or in combination — makes you financially secure or well. Why? Because financial goals and security differ from individual to individual. But the desire to pursue and achieve such goals — that’s universal.

Address

7213 Noah Reid Road, Suite 104
Chattanooga, TN
37421

Telephone

(423)2667400

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