BWA Financial

10/22/2026

Q3 was a mixed quarter. The S&P 500 and Nasdaq inched higher while the Dow slipped. Mixed quarters rarely make headlines, but they're a good moment to check in with your plan instead of your gut. Here's my five-minute recap of what happened and what I'm watching next.

Here's what savvy investors took away from Q3

10/20/2026

Most people measure retirement readiness with a single question: have I saved enough? It matters. But it is not the only question that helps decide how your retirement actually unfolds.

The ten years that deserve extra attention.

10/13/2026

In football, the red zone is where the biggest plays happen. Retirement has a red zone too. It is the stretch of years right around the day you stop working, and what happens during it can shape everything that follows.

Meet the Retirement Red Zone.

10/06/2026

Two people retire with nearly identical savings, spend about the same, and earn similar returns. One enjoys decades of security. The other faces hard choices much sooner. How does that happen? The answer has a name, and it is worth understanding well before you get there.

Even if they saved the same amount.

08/20/2026

As we send kids back to school, life will get MORE busy.
That doesn't mean it has to be chaotic.

Parenting efficiency is possible. Maybe it's time to start running your home more like a business.

Before you cringe, read this.

Mom's the CEO Of Chaos

01/23/2026

Have you seen this?! Big changes are coming and everyone should know. Check out this article from The Wall Street Journal.

Nearly six million seniors owe extra Medicare premiums called Irmaa, and these charges are set to rise.

11/26/2025

Good morning everyone! Leaving this here a day early so that you're in the know. We will be back in office Monday the 1st! Happy Thanksgiving!!

11/03/2025

Good morning! Wanted to share these photos from our Bronco Watch Party! Thank you all that attended! We are so thankful for these kinds of social activities and always look forward to seeing everyone!

10/15/2025

Good morning!

10/13/2025

Good afternoon everyone! Happy spooky season!