Boda Financial Group, Inc.

06/24/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

06/23/2026

Here are a few recommendations for you as you contemplate your summer reading, both for your own list and perhaps for someone you know.

06/18/2026

What is your Dream Vacation? Are you thinking about a trip around the world, with stops on every continent? Or a single destination, sunbathing in tropical climates or visiting amazing landmarks? Whatever you’re imagining, your financial professional can help your dreams step into reality.

06/18/2026

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out for on your adventure. Life insurance, annuities, longevity planning, and disability insurance are often overlooked when preparing for retirement. Contact me and we can help you plan for your biggest adventure yet.

06/17/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

06/11/2026

Planning is an essential part of your retirement journey. Take a look at this helpful resource that shows what you can expect. The resource explores the three phases of your clients’ journey – growth, protection, and spending. Reach out to me for more information.https://image.engage.highland.com/lib/fe3311727364047c761176/m/1/e36bb629-2966-4e7f-a35e-040e96e684fd.pdf

06/10/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/04/2026

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In the days ahead, we will be offering even more retirement planning details to help you prepare for your greatest adventure yet. In the meantime, please share with us where you’d like to travel to in your retirement.

06/03/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est