Boda Financial Group, Inc.

09/02/2026

🎒📚 Back to School! 🍎✏️

Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas. Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead!

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09/02/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

08/26/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

08/24/2026

Patience isn’t passive—it’s a strategy. In investing, time often rewards those who can stay disciplined when others get distracted. 📈

08/20/2026

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

08/19/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

08/18/2026

We’re excited to celebrate some wonderful news! 🎉

Jerry Boda has been named a 2026 Five Star Wealth Manager Award recipient, recognizing excellence in wealth management and a commitment to serving clients with care and integrity.

As a Certified Financial Planner™, Jerry has spent his career helping individuals, families, and business owners make confident financial decisions and plan for the future. For 42 years, our firm has been committed to providing personalized, values-based financial planning designed around each client’s unique goals and circumstances.

From retirement planning and career transitions to inheritances, divorce settlements, and other major life changes, we’re here to help clients navigate the financial side of life with clarity and confidence.

We’re incredibly grateful for the trust our clients have placed in us throughout the years. Your partnership is what makes our work so meaningful.

Here’s to continuing to plan with purpose and chart the course toward a brighter financial future. 💜💚

For full 5 Star Award disclosure please see the footer of my website at www.bodafinancial.com

08/13/2026

🌍 Leave footprints that inspire generations! 🌍 August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

08/12/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.