BBK Wealth Management

BBK Wealth Management We offer more than financial planning as a true fiduciary partner.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/06/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

"Fall Into Good Financial Habits"2. Set Year-End Financial GoalsWith just a few months left in the year, now's an ideal ...
10/02/2026

"Fall Into Good Financial Habits"

2. Set Year-End Financial Goals

With just a few months left in the year, now's an ideal time to identify what you can still accomplish. Whether you want to pay off a specific debt, top off your emergency fund or max out retirement contributions, short-term goals can help deliver progress.

"Fall Into Good Financial Habits"1. Revisit Your Budget Before Holiday Spending StartsFall is often the calm before the ...
09/28/2026

"Fall Into Good Financial Habits"

1. Revisit Your Budget Before Holiday Spending Starts

Fall is often the calm before the financial storm of the holiday season. Reviewing your income and expenses now can help you avoid surprises later. You may want to consider adding in some buffer room for seasonal spending and identifying any areas where you can cut back.

We are officially in the Fall season so it's only right to talk about "Falling" into good habits. Stay tuned over the ne...
09/24/2026

We are officially in the Fall season so it's only right to talk about "Falling" into good habits. Stay tuned over the next week for a couple good habits to keep in mind as we head into the final part of the year!

The September Market Myth5. The Bottom Line
09/21/2026

The September Market Myth

5. The Bottom Line

The September Market Myth4. Investor Psychology Can Shape Reality
09/17/2026

The September Market Myth

4. Investor Psychology Can Shape Reality

The September Market Myth3. Timing The Market Rarely Works
09/15/2026

The September Market Myth

3. Timing The Market Rarely Works

The September Market Myth2. Season Behaviors May Play A Role
09/11/2026

The September Market Myth

2. Season Behaviors May Play A Role

September has been known as a rough month for the markets. Is this always the case, or has this notion turned into a ful...
09/09/2026

September has been known as a rough month for the markets. Is this always the case, or has this notion turned into a full blown myth? Over the next two weeks, we will share some key ideas about this. Stay Tuned!

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office is closed today, September 7th, in observance of the holiday, and will reopen tomorrow, September 8th.

Address

300 Main Street, Suite 412
Lafayette, IN
47901

Opening Hours

Monday 7am - 6pm
Tuesday 7am - 6pm
Wednesday 7am - 6pm
Thursday 7am - 6pm
Friday 7am - 6pm
Saturday 8:30am - 11:30am

Alerts

Be the first to know and let us send you an email when BBK Wealth Management 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 BBK Wealth Management:

Shortcuts

Share