BMY Wealth Management Group

06/24/2026

Your first required minimum distribution is more than a retirement deadline.

It can affect when you withdraw, how taxes are handled, and how different retirement accounts work together.

Before that first RMD gets close, it helps to understand the rules and the choices that may come with them.

06/23/2026

Happy Birthday, Brittany! 🎉

Wishing you a day filled with laughter, love, and all the things that make you happiest! You bring such a positive light and energy to those around you, and today we celebrate YOU!

Hope this year is your best one yet! Full of success, joy, and unforgettable moments!
Happy Birthday!🤩

06/22/2026

The Fed held rates steady last week.

That part was expected.

What investors didn’t get was much of a roadmap.

Kevin Warsh’s first meeting as Fed chair left markets trying to read how the Fed may respond if inflation stays elevated.

Stocks recovered after the initial reaction, but the path forward still feels harder to read.

The story of the week was Kevin Warsh’s first meeting as chair of the Federal Reserve. The Fed decided to hold rates steady, but stocks sold off

06/22/2026

Motivation Monday:

06/20/2026

Happy 4 Years, Shaelyn! 🎉
Your hard work, positivity, and dedication make such a difference every single day. Thank you for all you do and for being such an important part of the team. We’re so grateful for the past four years and excited for many more to come! 💜

06/13/2026

It’s easy to focus on how much you want your portfolio to grow.

The harder question is how much risk you’re willing to take along the way.

Our Investment Risk Tolerance Quiz can help you better understand your comfort level, expectations, and investing mindset.

The financial advisors at BMY Wealth Management Group provide wealth management, financial planning and retirement planning services to Stephenville, TX.

06/12/2026

Social Security timing is more personal than many people realize.

Waiting can increase monthly benefits for some retirees. For others, claiming earlier may help address cash flow needs, survivor benefit decisions, or pressure on investments during a difficult market.

The key is knowing which scenario actually applies to you.
https://www.bmywealthmgmt.com/insights/blog/claiming-your-social-security-benefits-early-when-it-may-not-pay-to-wait/

06/10/2026

Estate planning can feel like one of those things you know matters, but keep pushing off.

That makes sense. It asks you to think through your assets, your wishes, your family, and the people who may need to make decisions later.

Our Estate Planning Checklist can help you see what’s already handled and what may still need attention. https://pages.bmywealthmgmt.com/ERUAA4_resource?guidekey=estate-planning-checklist%20&_gl=1*11do3pl*_ga*MjA0ODQ2NjU2Ni4xNzgxMTI3MTcy*_ga_MQ8VWCVRH4*czE3ODExMjcxNzIkbzEkZzEkdDE3ODExMjcxOTAkajQyJGwwJGgw&_ga=2.42420001.562694020.1781127172-2048466566.1781127172

06/09/2026

Team Tuesday:
🎉 Happy Birthday to Our June Team Members! 🎉

This month, we're celebrating four amazing employees who have June birthdays! Thank you for your hard work, dedication, and the positive impact you make every day.

Please join us in wishing them a very Happy Birthday and a year filled with happiness, success, and great memories! 🎂🎈🎁

We’re grateful to have each of you as part of our team. Enjoy your special month! 🎉