BMY Wealth Management Group

10/10/2026

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement. https://www.bmywealthmgmt.com/401k-calculator/

10/09/2026

Retirement can be exciting. But it can also bring a lot of uncertainty.
The good news? Thoughtful planning can help you feel more confident about what comes next.
Avoiding these common retirement planning mistakes can help you start the next chapter on the right foot:

You’re about to approach one of the biggest milestones in your lifetime: retirement. For many retirees, this is a momentous event that gives you much

10/07/2026

Now is a good time to take a closer look at your financial picture, including your tax situation.
You may still find opportunities to make strategic moves that could help reduce your tax burden today and support your long-term financial goals.
Check out 10 year-end tax planning strategies we think you should consider: https://www.bmywealthmgmt.com/insights/blog/10-effective-year-end-tax-planning-strategies-to-consider/

10/06/2026

✨ TEAM TUESDAY ✨

Please join us in welcoming Pamela Densmore to the BMY Wealth Management team! 🎉

Pamela is joining BMY as one of our Associate Advisors. In this role, she will work closely with clients to help them navigate their financial goals and provide personalized guidance and support along the way.

We are excited to have Pamela as part of the BMY family and look forward to the experience and care she will bring to our clients and team.

Welcome, Pamela! 👏

10/05/2026

The latest economic data is giving investors a mixed picture. The labor market remains solid, which is encouraging for the economy and markets. At the same time, inflation is proving to be persistent.
What does it mean for investors? Our latest market commentary breaks down what’s happening with jobs, inflation, rate hikes, and the markets:

Stocks bounced to close the week, with the Nasdaq jumping 1.2% on Friday and finishing the week up 0.5%. It wasn't a clean sweep. The S&P 500 slipped

10/05/2026

Motivation Monday:

10/03/2026

Retirement planning isn’t only about picking a date and hoping everything lines up.

How soon you want to retire, what you’re working toward, and how confident you feel about your current plan can all tell you something about where you stand.

See what your answers say about your retirement readiness:
https://www.bmywealthmgmt.com/retirement-planning-quiz/

10/02/2026

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.

The doctors you want to keep seeing, the prescriptions you take, and even where you spend your time can all affect which coverage works better for you.

Here are a few things worth looking at before you choose:
https://www.bmywealthmgmt.com/insights/blog/which-medicare-plan-is-best-for-you/

09/30/2026

Medicare timing can sneak up on you.

Your initial enrollment period usually starts three months before the month you turn 65 and continues for three months after. But things like employer coverage can change when you need to sign up.

A little planning now can help you understand which window applies to you:
https://www.bmywealthmgmt.com/insights/blog/when-should-i-sign-up-for-medicare/

09/28/2026

Treasury yields shot higher last week. Stocks basically shrugged.

The S&P 500 gained, the Nasdaq hit new highs, and the economic data still looked pretty solid. Consumers are spending, layoffs remain low, and earnings have held up even as inflation and interest rates stay elevated.

Higher yields still matter. But so far, they haven’t been enough to knock stocks off course.

More on what’s holding up and what could change the picture:

The bears had their shot last week, as Treasury yields soared—and at a bad time, too, as the third week of September is historically one of the worst