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Resources & guidance to help you

Make the most of your money


Believing in Yourself Is the First Step to Achieve Anything

A good reminder that self-belief gives us the freedom to try new things, bet on ourselves, and create resilience for life’s challenges. It’s also a nicer mind space to live in.

There’s Another Gender Pay Gap: Stock Options

Here’s a financial situation when what you don’t know can hurt you. If you don’t understand your stock options or what equity compensation your company offers, you can be leaving money on the table.

$350,000 a Year, and Just Getting By

Sounds nuts, right? But it’s not. It’s one of the reasons I don’t live in the Bay Area anymore.

History’s Seductive Beliefs

Feel like noodling on something? Morgan Housel’s latest blog is thought-provoking and insightful.

My Partner Hid His Debt From Me For Years. Then, He Died.

Most financial infidelity stories aren’t as scandalous or extreme as the ones shared in this post, but financial infidelity in relationships is pretty common and can vary in seriousness. What constitutes as financial infidelity? Is hiding or intentionally forgetting tell a spouse or partner about a purchase considered financial infidelity? As a side note, I keep telling my husband of 17 years that he can finally tell me about the large trust fund he has… any day now…?

The Two Types of Investors

Pundit or Professional? You owe it to yourself and your family to know the difference.

One-Sided Markets

Don’t confuse brains with a bull market. Reality check when the market has been going gangbusters over the last 10 years.

Warren Buffet: “Really Successful People Say No To Almost Everything”

Hmm… how many of you are uncomfortable saying no? ??‍♀️



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.

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