BWR CPA & Investments, PC

08/28/2025

Markets closed. BBQs open. But smart money never takes a day off.

What's your best "set it and forget it" financial strategy?

08/21/2025

Let’s make sure your retirement savings are on track.

08/14/2025

You make 35,000 decisions every day. One of the most important? How you’re improving your personal financial health.

Most people delay financial decisions—not because they don’t care, but because they don’t know where to start.

Start here ⬇️
Meet with our financial professionals for a Personal Financial Health Check-In to see where you stand and how you can move forward with clarity and confidence.

✅ Simple questions
✅ No prep, no pressure
✅ A more straightforward path to the future you want

08/07/2025

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will. This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process. Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

Our team can help your legal counsel facilitate comprehensive estate coordination. Contact us to discuss how we can help.



Source:
Caring.com, February 18, 2025.

07/31/2025

You’re considered financially healthy when…

✔️ You’re confident in your decisions
✔️ Your family is protected
✔️ You have a plan for taxes, retirement, and legacy

Meet with a professional at your closest branch to start your free Personal Financial Health Check-In. We’re ready to help you understand where you are and what comes next.

One quick conversation. Big-picture clarity.

Make your next financial move a confident one.

07/24/2025

It can be a challenge to put together money for a wedding. With good budgeting and smart strategies, you can have a real day to remember.

07/17/2025

Most people don’t know what the EBRI Retirement Confidence Survey is, but it offers a fascinating snapshot of how Americans actually feel about retirement.

From cost-of-living worries to healthcare expectations and gaps in Social Security knowledge, the numbers reveal something clear: you're not alone if you're unsure.

Whether you're still working or already retired, the key isn't knowing all the answers—it's knowing where to start asking better questions.

Source: EBRI.org, April 25, 2025

07/10/2025

Amazon’s Prime Day Expands to Four Days: What It Signals 🛒📦

Amazon is doubling down on Prime Day—extending the event to four full days, from July 8 through July 11. While many headlines focus on deals and discounts, this move highlights larger trends worth watching.

Why it matters:
▪️Consumer behavior is still shifting post-pandemic
▪️Retailers are stretching “sales events” to extend engagement
▪️Small businesses on Amazon are expected to see higher volume
▪️Economic uncertainty may push shoppers to spend more strategically

Whether you're tracking consumer trends or just checking your cart, this year’s Prime Day is about more than just shopping.


Source:

Amazon's Prime Day will run for four days from July 8-11, doubling the length of the annual sale event.

06/19/2025