BWA Financial

10/06/2026

Two people retire with nearly identical savings, spend about the same, and earn similar returns. One enjoys decades of security. The other faces hard choices much sooner. How does that happen? The answer has a name, and it is worth understanding well before you get there.

Even if they saved the same amount.

08/20/2026

As we send kids back to school, life will get MORE busy.
That doesn't mean it has to be chaotic.

Parenting efficiency is possible. Maybe it's time to start running your home more like a business.

Before you cringe, read this.

Mom's the CEO Of Chaos

01/23/2026

Have you seen this?! Big changes are coming and everyone should know. Check out this article from The Wall Street Journal.

Nearly six million seniors owe extra Medicare premiums called Irmaa, and these charges are set to rise.

11/26/2025

Good morning everyone! Leaving this here a day early so that you're in the know. We will be back in office Monday the 1st! Happy Thanksgiving!!

11/03/2025

Good morning! Wanted to share these photos from our Bronco Watch Party! Thank you all that attended! We are so thankful for these kinds of social activities and always look forward to seeing everyone!

10/15/2025

Good morning!

10/13/2025

Good afternoon everyone! Happy spooky season!

06/05/2025

This Saturday we had Ali’s birthday party a little early this year 🥳. Ali’s friends and family came together in secret to celebrate his 49th!

05/31/2025

HAPPY SATURDAY. We are so excited to invite YOU to BWA's 20th Anniversary Annual Picnic. Please join us on June 20th, 2025 to celebrate a spectacular 20 years. We're looking forward to seeing you so please don't forget to RSVP. 🎊🥂

04/10/2025

Yesterday was Byron’s last day at BWA Financial! Thank you for everything you’ve done for us and our clients. We are wishing you the most luck in your future.