Broker Check

Blog

Tuesday, January 2, 2024

Happy New Year! As we embark on a new year, you may know that I'm not much on New Year's resolutions. I realize it's all about good intentions, but if it was all that important, why wait for a new year to start?  You see, that's...

Monday, December 18, 2023

For me, the theme this year has been one of belief. The last twenty-four months have brought me many firsts. And as I look ahead, I see more on the horizon. Some of which I could hardly imagine when I was in my teens, twenties, or...

Wednesday, December 13, 2023

On December 20, 2019, the SECURE Act was passed. Accompanied by a long list of other items, it attempted to address how required minimum distributions (RMDs) would be handled, starting with anyone passing away after January 1, 2020.

Tuesday, September 12, 2023

Flyfishing in August in Western Pennsylvania may sound out of place. However, the regional Mayfly Project fundraiser is an excellent time of year.  If there is an off-season for flyfishing guides in Southwest PA, the dog days of...

Monday, August 28, 2023

Transitions come in all shapes and sizes—some sudden, like the immediate awareness of driving off the pavement and onto a gravel road. For me, that usually means I'm heading for a better place. Or maybe it's the rough transition...

Show All

Tuesday, June 13, 2023

I have asked it before, and I'm sure I'll ask it repeatedly. What is the value of your time? Very few people know. Sure, everyone says, "My time is valuable," particularly when they're upset and in a hurry. But that's usually nothing...

Monday, May 8, 2023

I still wear a suit to the office. Not every day, but on the days I'm going to see a client. I've heard other Advisors say, "My clients don't expect me to wear a suit anymore." This statement is yet another example of how we get what...

Thursday, April 6, 2023

Can you recall a time when you purchased something you didn't need? It probably happened yesterday. It's ok. You can be honest and know you're not alone. It's safe to say that most Americans enjoy a comparatively high standard of...

Monday, March 27, 2023

Like it or not, if you watch TV, cable or otherwise, and tune in to the news, you have purchased your ticket to today's show. Whether you like theater or not, you're watching. Everything that is happening around us becomes exaggerated!...

Tuesday, March 14, 2023

Last month, I shared a blog and video about BPG Planning’s Build Phase that focused on your time allocation and vision for your life’s future. PLAN is the second phase of the planning process, and the focus shifts to your...

Thursday, February 16, 2023

Why? Poor Vision = Poor decision. Vision building is about allocating your most precious asset, your time. It only makes sense to start at the beginning, but, as Stephen Covey said, with the end in mind. Living intentionally requires...

Wednesday, January 11, 2023

Happy New Year! It is that time of year when most of us begin to set goals and intentions for the year. We start laying the foundation for the year and begin building. An important piece of planning that most people need to consider is...

Monday, December 19, 2022

Gift Your Presence to Someone this Holiday!It's amazing that the change in the calendar can bring about such a collective change in moods. 'Tis the season," of many things. Things like decorations, libations, celebrations, and giving...

Tuesday, November 15, 2022

I find many parallels and lessons when comparing economics and markets to the natural world, which means Mother Nature. Think about how Economists talk about market patterns, behavior, and predictions and compare that to how...

Monday, October 24, 2022

We recently shared some important information about “What You Should Know About RMDs” and making sense of them. Part two of this video series discusses RMD calculations and QCDs (qualified charitable distributions).Brian...

Wednesday, September 14, 2022

At BPG Planning, we believe your time is your most valuable asset, and we strive to see that our clients are fully involved in life, creating their future by living intentionally. We partner with you to help you achieve this by...

Monday, June 6, 2022

We have all heard the saying, “Times Change.” When it comes to the stock market its always one of those times. Over the past 20 plus years we have seen the tech bubble burst, a terrorist attack that sent the country and...

Tuesday, December 7, 2021

“If you don’t prioritize your life someone else will.” We have all had things in our lives that have or are currently influencing our behavior. Whether it’s a person, a substance, or an activity, it’s...

Tuesday, October 5, 2021

What is Financial Planning? We’ll in 1999 it was an industry buzz word. And since that time the financial services industry as well as what financial planning looks like has changed. In the early years several large, well...

Tuesday, September 7, 2021

The intrinsic value of all time is the same. How we perceive and experience each moment can greatly influence how we feel about our time. As humans our resource of time is finite. Unlike our currency, you can’t print more time....