What are the opening hours?

Monday 9am - 6:30pm Tuesday 9am - 6:30pm Wednesday 9am - 5pm Thursday 9am - 6:30pm Friday 9am - 4pm

BPG Planning

We provide financial services to help you increase the value of your most precious asset, your TIME.

07/30/2026

Meet the Team Behind the Planning

Financial planning is about more than numbers, it's about people, relationships, and helping you build a future with confidence.

At BPG Planning, our team brings together diverse experience, thoughtful guidance, and a shared commitment to helping individuals, families, and business owners pursue their financial goals.

We believe the best financial plans are built through meaningful conversations, trust, and a long-term partnership that evolves with you over time.

Get to know the team that's here to support your journey every step of the way.

Learn more at https://www.bpgplanning.com/who-we-are.

07/28/2026

Saving for retirement gets a lot of attention, but knowing how to spend those savings confidently is just as important.

Many people spend decades building their retirement nest egg, only to feel uncertain about how to use it once they retire. Questions about healthcare costs, inflation, taxes, market fluctuations, and longevity can make the transition from saving to spending feel overwhelming.

A retirement income strategy isn't one-size-fits-all. While guidelines like the 4% rule can provide a starting point, your retirement plan should reflect your unique goals, lifestyle, and financial picture.

Read more at https://www.cbsnews.com/news/retirement-spending-decumulation-4-percent-rule/.

The goal isn't just to retire with confidence, it's to live confidently throughout retirement.

07/23/2026

Why So Bearish?

When markets are volatile, it's easy to let the headlines shape your perspective. But headlines are designed to capture attention—not tell the whole story.

Periods of uncertainty can create fear, but they can also create opportunity for investors who remain focused on their long-term goals.

Rather than reacting to short-term market movements, take a step back and look at the bigger picture. A thoughtful financial plan is built to weather changing markets and help you stay on course.

Don't let fear drive your financial decisions. Let your plan lead the way.

Learn more at bpgplanning.com!

07/21/2026

Think 529 plans are just for college? Think again.

Recent legislation has expanded the flexibility of 529 plans, making them a valuable savings tool for more than just a four-year degree.

Depending on your situation, funds may now help cover qualified K–12 expenses, skilled trades and certification programs, and even offer new rollover opportunities for unused funds.

As education and career paths continue to evolve, it may be a good time to review whether your current savings strategy still aligns with your family's goals.

Have questions about how these changes may impact your financial plan? We're here to help.

Contact us or visit bpgplanning.com.

07/16/2026

We've been working behind the scenes, and we're excited to share the launch of our newly refreshed website!

Our updated site makes it easier to:
• Meet our growing team of advisors
• Learn about our financial planning services
• Access helpful resources and insights

Whether you're a longtime client or getting to know BPG Planning for the first time, we invite you to explore everything that's new at bpgplanning.com.

We're also expanding our communications with regular email updates featuring financial planning tips, market insights, industry news, and timely resources to help you make informed financial decisions throughout the year.

Interested in receiving our updates? Email [email protected] to join our mailing list.

Visit us today: bpgplanning.com

12/30/2025

As we close out 2025, we’re reflecting on what a year it has been. Our move to Main Street in Zelienople brought challenges—but also tremendous growth.

With the most significant changes now behind us, we’re heading into 2026 with renewed optimism.

We’re continuing to build our team, refine our space, and streamline our processes, always with our clients at the center of everything we do.

Your trust makes all of this possible, and we couldn’t be more grateful.

Here’s to a strong and inspiring 2026.

12/17/2025

Don’t Miss Key Year-End Deadlines

As 2025 comes to a close, financial deadlines, from contributions to distributions, can have a big impact on your future. Addressing them now ensures you’re not leaving opportunity on the table.

Here are a few to keep in mind:

• Dec. 31 — Final day to make 401(k) and most employer plan contributions
• Dec. 31 — Deadline for required minimum distributions (RMDs) if you’re age 73+
• Dec. 31 — Charitable contributions must be made to count toward 2025 taxes
• Dec. 31 — Last day to harvest tax losses or realize capital gains for 2025
• Apr. 15, 2026 — IRA and HSA contributions deadline for the 2025 tax year

At BPG, we help you stay organized and proactive so you can step into the new year with confidence—and more time to focus on what you love most.

Schedule your review or initial consultation at bpgplanning.com.

12/04/2025

Give with Intention

The end of the year is a powerful time to reflect on the causes and communities that matter most to you. Strategic charitable giving not only benefits those in need, it can also align with your financial goals.

Here are a few tips to consider:
• Set a giving budget so your generosity is purposeful and stress-free.
• Choose causes close to your heart to make your impact meaningful.
• Explore tax-efficient strategies such as donor-advised funds or gifting appreciated assets.
• Review deadlines for charitable contributions to ensure your gifts count for 2025.

We’re here to help you design a giving plan that maximizes both your impact and your time.

👉 Start planning at bpgplanning.com.

12/02/2025

Make the Holidays Merrier—Without the Stress

Holiday cheer shouldn’t come with financial regret in the new year. A few intentional spending habits—like setting a clear budget, shopping early, and focusing on meaningful experiences can keep you on track.

At BPG, we help clients manage their finances with the same mindset: thoughtful planning today creates more time, freedom, and joy tomorrow.

Read more about being "present" in one of my blogs at https://loom.ly/xV_Tat0!
bpgplanning.com

11/28/2025

Support Local. Strengthen Community.

Small Business Saturday is more than a shopping day. It’s a chance to invest in the heartbeat of Zelienople. When we support local businesses, we strengthen our community, preserve what makes it unique, and create more opportunities for connection.

As a local business ourselves, BPG is proud to call this community home and to walk alongside our neighbors in building intentional futures.

Learn more about us at bpgplanning.com.

Address

1000 Brooktree Road, Suite 211
Wexford, PA
15090

Opening Hours

Monday	9am - 6:30pm
Tuesday	9am - 6:30pm
Wednesday	9am - 5pm
Thursday	9am - 6:30pm
Friday	9am - 4pm

Website

http://www.BPGplanning.com/

Alerts

Be the first to know and let us send you an email when BPG Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to BPG Planning:

Want your business to be the top-listed Finance Company in Wexford?