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BMW MoneyWorks' Blog

Brief, Money Wisdom (by Barb White)

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BMW MoneyWorks' Blog | bmwmoneyworks.wordpress.com Reviews

https://bmwmoneyworks.wordpress.com

Brief, Money Wisdom (by Barb White)

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Barb White « BMW MoneyWorks' Blog

https://bmwmoneyworks.wordpress.com/author/bmwmoneyworks

BMW MoneyWorks' Blog. Brief, Money Wisdom. Has your (tax) shopping season started? First of all, wishing you a very happy and blessed Thanksgiving. Hopefully, if you’re traveling over the river and through the woods to Grandmother’s house, there won’t be multiple feet of snow or brutal wind chills like the upper half of the country has had this week. Move over turkey…let’s have a hot toddy! Let me know if you have any questions. Q4 2014 Tax Planning. Posted by Barb White. How’s your team doing? Alerts yo...

2

2014 October 05 « BMW MoneyWorks' Blog

https://bmwmoneyworks.wordpress.com/2014/10/05

BMW MoneyWorks' Blog. Brief, Money Wisdom. Rent services and stuff? Sure, but own your finances. Airbnb. HomeAway. Uber. Lyft. Bag Borrow or Steal. Rent the Runway. The sharing economy is booming, with a fast-growing list of online services offering consumers a chance to meet their short-term needs for cars, bikes, vacation homes, jewelry and more. In the financial services marketplace, you can find some online sites that can provide you with quick fixes for a variety of topics…. Financial literacy and g...

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2014 November 21 « BMW MoneyWorks' Blog

https://bmwmoneyworks.wordpress.com/2014/11/21

BMW MoneyWorks' Blog. Brief, Money Wisdom. Has your (tax) shopping season started? First of all, wishing you a very happy and blessed Thanksgiving. Hopefully, if you’re traveling over the river and through the woods to Grandmother’s house, there won’t be multiple feet of snow or brutal wind chills like the upper half of the country has had this week. Move over turkey…let’s have a hot toddy! Let me know if you have any questions. Q4 2014 Tax Planning. Posted by Barb White. Follow Blog via Email.

4

How’s your team doing? « BMW MoneyWorks' Blog

https://bmwmoneyworks.wordpress.com/2014/11/07/hows-your-team-doing

BMW MoneyWorks' Blog. Brief, Money Wisdom. How’s your team doing? Fantasy sports leagues continue to grow – it’s a $1.4 billion industry and is projected to increase by 7% annually until 2019. Let’s borrow some football terminology and mix it in to provide some insight into the many roles that a financial advisor (especially a CFP) plays…. Applauds the progress toward the goal line through periodic updates to the financial plan. Posted by Barb White. Leave a Reply Cancel reply. Enter your comment here.

5

Has your (tax) shopping season started? « BMW MoneyWorks' Blog

https://bmwmoneyworks.wordpress.com/2014/11/21/has-your-tax-shopping-season-started

BMW MoneyWorks' Blog. Brief, Money Wisdom. Has your (tax) shopping season started? First of all, wishing you a very happy and blessed Thanksgiving. Hopefully, if you’re traveling over the river and through the woods to Grandmother’s house, there won’t be multiple feet of snow or brutal wind chills like the upper half of the country has had this week. Move over turkey…let’s have a hot toddy! Let me know if you have any questions. Q4 2014 Tax Planning. Posted by Barb White. Leave a Reply Cancel reply.

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BMW MoneyWorks Financial Planning :: Building and Monitoring Wealth :: Informational Videos

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BMW MoneyWorks can help you with all of your financial planning needs. Below are some tips to help you make wise financial decisions:. Need help picking the right investments? A professional can help answer your insurance and estate planning questions. Will you have enough income to retire? Find help with the answer here.

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BMW MoneyWorks Financial Planning :: Building and Monitoring Wealth ::

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Welcome to BMW MoneyWorks. A fee-only*, independent financial planning and wealth management firm. Click here for more informative videos. To help you answer any of the following questions. Financial Independence.using Monte Carlo modeling software. Am I on track to be able to support my 25-30 year "vacation"? What happens to my probability of success if I decide to buy a second home? Should I pay off the mortgage before retirement? Social Security - when should I begin taking benefits? Do I need a trust?

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BMW MoneyWorks Financial Planning :: Building and Monitoring Wealth :: Articles

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News You Can Use" - a digest of financial and lifestyle info. Here are some articles, thoughts, recipes, humor, etc. you might find interesting,. Listed alphabetically by subject. Client Letter - 2010 - 4Q. Client Letter - 2011 - 1Q. Client Letter - 2011 - 2Q. Client Letter - 2011 - 3Q. Client Letter - 2011 - 4Q. Client Letter - 2012 - 1Q. Client Letter - 2012 - 2Q. Client Letter - 2012 - 3Q. Client Letter - 2012 - 4Q. Client Letter - 2013 - 1Q. Client Letter - 2013 - 2Q. Client Letter - 2013 - 3Q. Inves...

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BMW MoneyWorks Financial Planning :: Building and Monitoring Wealth :: About Us :: Barbara M. White

http://www.bmwmoneyworks.com/aboutus.php

Barbara M. White, CFP - Bio. Education / Work History. Graduated from Illinois Wesleyan University with a Bachelor of Arts in Accountancy. 20 years in banking, finance and investor relations. Transitioned to the financial services industry in 1997; completed the 5 courses of study in one year and passed the 2-day CFP certification exam in 2000 on the first sitting. President-Elect of Women in Management. Member of the Fox Valley Estate Planning Counsel. Active volunteer for various local charities.

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BMW MoneyWorks Financial Planning :: Building and Monitoring Wealth :: Our Services

http://www.bmwmoneyworks.com/services.php

Services we can assist you with include:. Financial Organization - Develop the following reports:. Statement of Goals and Objectives. Personal Balance Sheet - a summary of net worth, details of each asset and liability including titling and beneficiary designations. Cash Flow / Budgeting / Expense Recordkeeping. Using educational funding models, determine the amount of savings required for private school, college and/or graduate school expenses for children or grandchildren. Determine the current asset a...

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BMW MoneyWorks Financial Planning :: Building and Monitoring Wealth :: Downloadable Forms

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BMW MoneyWorks Financial Planning :: Building and Monitoring Wealth ::

Welcome to BMW MoneyWorks. A fee-only*, independent financial planning and wealth management firm. Click here for more informative videos. To help you answer any of the following questions. Financial Independence.using Monte Carlo modeling software. Am I on track to be able to support my 25-30 year "vacation"? What happens to my probability of success if I decide to buy a second home? Should I pay off the mortgage before retirement? Social Security - when should I begin taking benefits? Do I need a trust?

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BMW MoneyWorks' Blog. Brief, Money Wisdom. Has your (tax) shopping season started? First of all, wishing you a very happy and blessed Thanksgiving. Hopefully, if you’re traveling over the river and through the woods to Grandmother’s house, there won’t be multiple feet of snow or brutal wind chills like the upper half of the country has had this week. Move over turkey…let’s have a hot toddy! Let me know if you have any questions. Q4 2014 Tax Planning. Posted by Barb White. How’s your team doing? Alerts yo...

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