BDA Financial Services

05/29/2026

05/28/2026

Summer has a way of making spending feel nonstop. Vacations, camps, sports, weddings, home projects, cookouts, back-to-school shopping… it all seems to hit at once.

Before the calendar fills up completely, it may be worth taking a step back and looking at what the next few months could realistically cost your family.

A few good questions to ask:
☀️ What expenses do we already know are coming?
☀️ What have we already saved for?
☀️ What still needs a plan?
☀️ What experiences actually matter most to us this summer?

The small purchases can add up faster than people realize. One extra trip here, a few Target runs there, eating out more often, kids’ activities, summer weekends away… suddenly September arrives with a larger credit card balance than expected.

The goal is not to say “no” to everything. It is simply making intentional decisions before the spending happens instead of reacting afterward.

A little planning now can help you enjoy the summer without creating financial stress later.

05/27/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

05/26/2026

Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. That's because filing taxes is both a look at the past and a chance to create a roadmap for the future. Did you end...

05/25/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

05/24/2026

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of accounts can take a toll.

During Mental Health Awareness Month, it’s a good time to pause and check in with yourself. Sometimes, even one small financial step—like reviewing an account balance or setting up an automatic payment—might help manage your stress and bring a sense of control.

And remember: if you’re struggling with mental health, reaching out to a trusted professional or support resource can make a difference

05/23/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

05/22/2026

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The...