BDL Advisors

07/17/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

07/16/2026

Budgeting and saving start with a few smart habits:
✔️ Track spending
✔️ Aim to cut unnecessary expenses
✔️ Set clear goals

Small steps today can help build a financial foundation for tomorrow.

Interested in more tips? Reach out by commenting below ✍️

07/15/2026

Here are a few recommendations for you as you contemplate your summer reading, both for your own list and perhaps for someone you know.

07/14/2026

Packing for college can be an arduous task. It’s not like packing for vacation or a day by the water! There’s so much more to think about, since your child will be on their own! Use this packing list to keep things organized!

https://pnhs.psd202.org/documents/nhoch/1557928308.pdf

07/13/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

07/10/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

07/09/2026

Who doesn’t love a holiday? So, take advantage of not just the big ones but all the tiny ones and leverage them for marketing your business!

Download our marketing calendar, highlighting the 2026 milestones to plan and prepare for.

07/07/2026

Your child is off to college! Where did the time go, right? As a parent, the transition can be hard. Fortunately, there are some simple ways to make this transition a bit easier.

It can be difficult to watch your child head to college. Where did the time go, right? But there are simple ways to make this transition a bit easier.

07/06/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

07/03/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.