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As a consumer you want to stay up to date but the technical lingo and nature of the products can make it very difficult. Enter BW Wealth Management. We take the technical concepts and present them in an easy reading format. 

 

Monday, March 30, 2020

Albert Einstein once stated that “compound interest is the eight wonder of the world.” With a fixed annuity you receive triple compounding interest on the principal, interest on the interest, and interest on the tax...

 

Monday, March 23, 2020

Sickness struck and we watched as the world went into a panic. The stock market started dropping and appears to continue its downward trend. Many investors are making emotional decisions to sell. Some who are in the market for the...

 

Tuesday, March 17, 2020

Recently, the Federal Reserve lowered interest rates and pumped cash into the market in an effort to calm the market upheaval due to the coronavirus. I believe the government is doing exactly what they should in this situation....

 

Tuesday, March 10, 2020

We have all heard the saying “With Great Privilege Comes Great Responsibility.” Let’s look at this from a retirement planning perspective. You should consider yourself privileged if your employer offers a retirement...

 

Friday, March 6, 2020

Let’s pretend that you’ve decided to run your first marathon. What do you do to prepare? You would first look up a training plan. A marathon training plan will tell you what distance you need to run and when to do it....

 

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Thursday, March 5, 2020

A plan that is never put into action is worth nothing. So, what prevents people from putting plans into action? Maybe the plan was never any good to begin with. It was just an idea. Many people have “ideas” about how to...

 

Friday, February 14, 2020

A target-date fund is a class of mutual funds that is set to re-balance over time based on the age of the owner. The idea is that you are invested with higher risk when you are younger and move to lower risk investments as you age and...

 

Wednesday, February 5, 2020

You've no doubt heard talk surrounding the recently passed into law SECURE Act. The SECURE Act (Setting Every Community Up for Retirement Enhancement) is a response to the current situation for many workers who do not have retirement....

 

Thursday, January 30, 2020

Retirement planning is a marathon, not a sprint. There is a quote in the running community that says, “Running long distance is 25 % fitness and 75% mental”. Now, those numbers can’t actually be measured but they...

 

Thursday, January 30, 2020

Not that long ago we entered a new year and a new decade all at the same time. How many of you took your new year’s resolutions to the next level with that in mind? One resolution that tops the charts every year is to be...

 

Thursday, January 30, 2020

Have you ever trained for something? Training takes different shapes depending on the difficulty and nature of what you are preparing for. There are; however, 3 key components to successful training that do not change no matter the...

 

Thursday, January 30, 2020

Running marathons has gained significant interest over the last several years. Even so, you can’t deny that it is still a feat a majority of the population will never complete. Why does running a marathon seem like something too...

 

Wednesday, August 21, 2019

Life can change for the better or worse at any moment. You could lose a loved one or find happiness after years of being alone. Many people don't realize how the decisions they make can affect their financial future until it is too...

 

Tuesday, June 18, 2019

Do you believe that monitoring and being mindful of taxes is important when it comes to investing? The answer should be an overwhelming yes. Investment accounts react to taxes differently depending on the type of account. We can focus...

 

Tuesday, June 11, 2019

What Is The Death Zone? The news has recently been filled with stories of danger and death as mountain climbers attempt to climb the notorious Mount Everest. Mount Everest sits at 29,029’ and is the tallest mountain in the world....

 

Thursday, June 6, 2019

History intrigues me as it is filled with stories of men and women of gallantry. They paved the path for the world as we enjoy it today. I hope we never lose sight of the sacrifices many of them made, in times of war or peace, for the...

 

Wednesday, June 5, 2019

Retirement is one of the most exciting and rewarding times in life. It can also be filled with uncertainty. One cause for uncertainty is your income. All your life you have worked and received income from your occupational paycheck....

 

Thursday, May 30, 2019

I shared in a previous article that my father was in the United States Air Force. Growing up under someone who served our country is truly a privilege. It expands your worldview in ways that you can't imagine and instills you with life...

 

Friday, May 24, 2019

My family heritage runs deep into Marshall County. My father, Billy Morgan, grew up on a farm there. He attended Murray State University and graduated in 1950. To this day he is a patriot through and through. After graduation, he...

 

Monday, August 27, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...