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Resources & guidance to help you

Make the most of your money

Simple Does Not Equal Easy

The Majesty of Simplicity

The financial industry is paid to make things complicated. My job is to help keep things simple while always remembering that simple does not equal easy.

Should I pay off my mortgage? This article highlights how we don’t live in a spreadsheet and why there is no right or wrong answer to this big personal finance question.

8 Financial Do’s and Don’ts for the 7-Figure Retirement

Morningstar always has great resources to learn more about personal finance.

The Lazy Investor’s Guide to Getting Stuff Done

“The more uncertain your environment feels, the stronger this “status-quo bias” will be.” Jason Zweig gives 3 tips to overcome lack of action when it comes to investments.

5 Ways Women Can Combat Investing Disadvantages

We as women make less and take more career breaks to care of children and aging parents. Here are some tips to bolster your long term investing.

Estate Planning 101

An estate plan is one of those to-do’s that gets put off for another day.

Prince died without a will. As he says below, “Scandalous”. ?


BW Financial LLC dba BW Financial Planning is an Investment Adviser registered with the State of Colorado.

All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. This communication is for informational purposes only and should not be construed as legal, accounting and/or tax advice. Should you have any questions and/or issues in these areas, please consult your legal, tax and/or accounting adviser.

Behavioral Finance, Financial Planning, Retirement