Financial Planning Solutions!
BPS Financial Services. serves clients in all areas of financial planning, including wealth management, retirement planning, estate conservation and tax advantaged investing.. We help organizations attract and retain quality employees and help individuals accumulate and preserve assets. We use a consultative approach to design, implement, and service retirement, investment and financial plans. We are excellent at helping clients from the initial, often difficult, decision making and design process through to the implementation and service. We act as an advocate whose job includes ensuring that your plans run smoothly.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
It's important to understand the pros and cons when considering a prepaid debit card.
The true cost of raising a child may be far more than you expect.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.