BMY Wealth Management Group

09/04/2026

Looking for smart strategies for preparing for retirement?
We’ve got 10 practical retirement planning tips that can help you build the financial foundation you need for the next chapter of your life.
Consider adding some of these to your retirement to-do list:

Wondering how to prepare for retirement the smart way? You’re not alone. Whether your dream is to travel the world, spend time with grandkids, or simply

09/03/2026

Determining what age to begin claiming your Social Security benefit is a big decision. You could start as early as 62 or wait later—up until age 70.

There are a few factors to consider as you make your plan. We break it down for you here:https://www.bmywealthmgmt.com/insights/blog/when-should-i-start-claiming-social-security/

08/31/2026

Motivation Monday:

08/29/2026

You probably have a good idea of how much you’ve saved for retirement.

But that number is only part of the story.

Your income, how much you’re still saving, what you expect to spend, and how you invest can all affect the picture.

Answer six quick questions to get a better sense of your retirement readiness: https://www.bmywealthmgmt.com/retirement-planning-quiz/

08/28/2026

Retirement might be your main goal, but it’s probably not the only one.

You may also be planning for healthcare costs, college for a child or grandchild, or other long-term needs.

That’s where tax-advantaged accounts come in. A 401(k), Roth IRA, HSA, or 529 can each offer different tax benefits depending on the account and how it’s used.

See how these accounts work across different parts of your financial plan:

While each of us has our own set of financial goals and objectives, one smart strategy can be beneficial in any number of situations: tax-advantaged

08/28/2026

Happy 3rd Work Anniversary, Savanna! 🎉

Today we're celebrating three amazing years of having you as part of our team! Your hard work, positive attitude, and dedication have made such a difference, and we're so grateful for everything you do.

Thank you for always bringing your best each day and for being such a valued member of our work family. We appreciate you more than you know and are excited to see all that the future holds for you.

Congratulations on this milestone, Savanna! Here's to many more successful years ahead! 💗

08/26/2026

Ten years from retirement, you still have time to save, adjust, and think seriously about the life you want to fund.

Five years out, the conversation gets more practical. What will you spend? Where will your income come from? Are you on track?

With one year to go, it’s time to start putting more of the plan into motion and even “test drive” what retirement might feel like.

See what may deserve your attention at each stage:

Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward:

08/25/2026

A lot of the headlines around the markets right now are focused on stocks, but there’s another part of the market worth watching: debt.

Debt is becoming a bigger part of the market story—from $40 trillion in U.S. government debt to the growing use of debt to fund the AI boom.

While we believe the summery rally looks likely to continue, it’s a reminder to keep the bigger picture in view.

Get our full analysis on recent market moves:

After hitting new highs the previous week, stocks pulled back last week as long-term interest rates continued to march higher. The big story was the

08/25/2026

📚✏️ Team Tuesday: Back-to-School Edition! 🍎

This Team Tuesday, we’re giving the spotlight to some very special members of the BMY family our kids! 💙

We’re so proud of all of our BMY kiddos as they head into another school year. From new classrooms and new teachers to new adventures and milestones, we’re excited to watch them learn, grow, and make some great memories along the way!

Wishing all of our BMY kids, Teachers, and students everywhere an amazing school year! 📚✨