BBK Wealth Management

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BBK Wealth Management We offer more than financial planning as a true fiduciary partner.

End of Year Tax Strategies"Get Organized"Don't let disorganization cost you. Take time to update your records, reconcile...
10/15/2026

End of Year Tax Strategies

"Get Organized"

Don't let disorganization cost you. Take time to update your records, reconcile accounts, and organize receipts.

A little effort now can save you from missed deductions later. Plus, having your records in order will make tax filing quicker and less stressful.

The end of the year is fast approaching and it's not too late to look at strategies to help prep for tax season and even...
10/12/2026

The end of the year is fast approaching and it's not too late to look at strategies to help prep for tax season and even provide tax savings. We will share 5 end-of-year strategies over the next two weeks. Stay tuned!

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/06/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

"Fall Into Good Financial Habits"2. Set Year-End Financial GoalsWith just a few months left in the year, now's an ideal ...
10/02/2026

"Fall Into Good Financial Habits"

2. Set Year-End Financial Goals

With just a few months left in the year, now's an ideal time to identify what you can still accomplish. Whether you want to pay off a specific debt, top off your emergency fund or max out retirement contributions, short-term goals can help deliver progress.

"Fall Into Good Financial Habits"1. Revisit Your Budget Before Holiday Spending StartsFall is often the calm before the ...
09/28/2026

"Fall Into Good Financial Habits"

1. Revisit Your Budget Before Holiday Spending Starts

Fall is often the calm before the financial storm of the holiday season. Reviewing your income and expenses now can help you avoid surprises later. You may want to consider adding in some buffer room for seasonal spending and identifying any areas where you can cut back.

We are officially in the Fall season so it's only right to talk about "Falling" into good habits. Stay tuned over the ne...
09/24/2026

We are officially in the Fall season so it's only right to talk about "Falling" into good habits. Stay tuned over the next week for a couple good habits to keep in mind as we head into the final part of the year!

The September Market Myth5. The Bottom Line
09/21/2026

The September Market Myth

5. The Bottom Line

The September Market Myth4. Investor Psychology Can Shape Reality
09/17/2026

The September Market Myth

4. Investor Psychology Can Shape Reality

The September Market Myth3. Timing The Market Rarely Works
09/15/2026

The September Market Myth

3. Timing The Market Rarely Works

The September Market Myth2. Season Behaviors May Play A Role
09/11/2026

The September Market Myth

2. Season Behaviors May Play A Role

Address

300 Main Street, Suite 412
Lafayette, IN
47901

Opening Hours

Monday 7am - 6pm
Tuesday 7am - 6pm
Wednesday 7am - 6pm
Thursday 7am - 6pm
Friday 7am - 6pm
Saturday 8:30am - 11:30am

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