financial services

Roth Conversion

Is your financial advisor calling you? One of the things we’ve been intentionally focused on during the bear market and economic recession is calling clients who will benefit immensely from a Roth Conversion. Roth Conversions can be a powerful tax and retirement planning technique.  The idea behind most Roth Conversions is to take money from … Read more

Epidemics and Stock Market Performance

It’s amazing that the markets have been so resilient up until late February with the rapid spread of the Coronavirus.  Maybe it’s because recent history with stocks and viruses is that markets overact, leading to significant buying opportunities along the way.  Over a 38-day trading period during the height of the SARS virus back in … Read more

The SECURE Act Affects Your Retirement Plans

Many in the retirement community, including us at B P Financial, are celebrating the passage of the SECURE ACT, marking the biggest step in the last decade toward improving the future of retirement security for Americans.  Expect your current employer retirement plan to begin sending you notices of their amended plan documents and disclosures.  Here … Read more

Is a Financial Advisor Worth The Cost?

We believe it’s critically important to understand the price you pay, to know what you own and to understand why it’s important. CERTIFITED FINANCIAL PLANNER In the case of a full-service financial advisor, many focus on goals and objectives that take time, planning and ongoing coordination to accomplish.  If a financial advisor is a Certified … Read more

Stuck with an Annuity?

“Golf is the closest game to the game we call life. You get bad breaks from good shots; you get good breaks from bad shots – but you have to play the ball where it lies.” -Bobby Jones They come in many varieties, have quite the stigma, are difficult to get out of, and come … Read more

Social Security and Non-Working Spouses

“Relax? How can anybody relax and play golf?  You have to grip the club, don’t you?” – Ben Hogan Social Security rules favor one-income households A beneficiary is entitled to the larger of their own benefit or one-half of their spouse’s benefit We often get asked by clients how to maximize Social Security benefits based … Read more

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