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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
There are ways to improve your physical fitness without denting your fiscal fitness.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
What does your home really cost?