BDA Financial Services

11/15/2024

We all have a money personality that shapes our financial decisions, from saving to spending and everything in between. Find out your money personality and how to leverage it in this month’s Visual Insights Newsletter.

The more you know, the better it is for your financial life.

11/14/2024

Are you maximizing your tax-saving opportunities? With potential tax increases coming in 2025, it's time to act now. Learn which specific tax savings to tap into BEFORE year-end with this free guide

FREE Tax Guide: Ways to Help Lower Taxes Now

11/13/2024

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

11/11/2024

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

11/10/2024

Don't make this mistake that many first-time investors run into... Funding your investment accounts is only the first step — you also need to invest the money.

An investment account holds your money like a savings account. You need to pick what you want to invest in (i.e. individual stocks, bonds, mutual funds, index funds, ETFs, REITs, etc.)

11/09/2024

As the holiday season draws near, autumn presents a great opportunity to revise your budget in preparation for potential holiday costs. Failing to strategize and allocate funds for holiday expenditures may lead to overspending. Begin setting aside a portion of your cash flow deliberately to cover the upcoming holiday expenses that are sure to come your way. Such proactive planning can alleviate stress and enable you to be more purposeful in your holiday spending.

11/08/2024

Your money habits may have more to do with your personality than you think! Are you a saver, a spender, or somewhere in between? Understanding your money personality can help guide you on your financial journey. Find out how in this month’s Visual Insights Newsletter.

Unlock new insights about your $ personality.

11/07/2024

The government has become pesky about one thing—they want the tax dollars that have been locked up in traditional retirement accounts. Click to read 4 Ways to Decrease RMDs

The government has become pesky about one thing—they want the tax dollars that have been locked up in traditional retirement accounts.

11/07/2024

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits.

11/07/2024

High-earner? Find out how you can position your portfolio for an uncertain tax future in my free guide. Discover 5 opportunities with this free guide

This FREE guide explains: 5 Key Savings Opportunities

11/06/2024

Embark on a fresh journey for your life, accompanied by a revamped financial strategy. We're here to assist you in reaching your goals and aspirations. Set up a meeting now to meet https://www.bdafinancial.com/schedule

11/06/2024

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

11/05/2024

11/05/2024

The bull market has officially turned two. Markets have also had an impressive run since the bottom of the bear market. Since October 12, 2022, the S&P 500 has gained over 60%.1 Can the bulls keep running? Given the strong performance...

11/04/2024

Have you taken your RMD for 2024? RMDs are minimum amounts that you must withdraw annually from your traditional IRA, 401(k), 403(b) or other retirement savings plan once you've reached the mandatory age for making withdrawals. Please call us if you have any questions or want to check your RMD status for the year. Don't wait until the holiday bustle to check this off your list.

11/04/2024

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

11/03/2024

Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed.
Click below to read the article

Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed.

11/01/2024

🎃👻We had a spook-tacular Halloween night with the grandkids! Trick-or-Treating was in full swing, with costumes galore and buckets full of candy. Baby Isabelle celebrated her very first holiday, getting plenty of cuddles. Hope everyone had a safe and treat-filled night! 🍬🍭