Bugay, Watson & Associates

Wishing all the dads a Happy Father’s Day!

We are thrilled to officially introduce you to our new team member, Emma Vick. Emma started as an intern with our team in January and she is now our Client Service Representative. Her energy and enthusiasm is contagious and we are grateful Emma is on our team. She is a senior studying Financial Management at Clemson University. Emma will continue to provide value to our team and clients during the upcoming school year. Please welcome Emma to our team!

The BWA team is celebrating the official start of the summer. Beginning next Friday (6/7), our office will be open 9:00 am - 12:00 pm on Fridays. We will resume normal Friday hours (9:00 am - 4:00 pm) in September.

As always, we remain committed to providing a superior client experience and we will be accessible as needed. Cheers to enjoying more time and recharging with your family and friends this summer.

Sharing love and gratitude with all moms today. Happy Mother’s Day!

Are you and your partner aligned on your retirement goals? According to a new research study from Ameriprise Financial, 93% of couples have shared goals for retirement and overwhelmingly trust their partner on money matters.

www.ameriprise.com

Our office will be closed tomorrow, Thursday, May 2nd, as we step away for a team retreat with AMPLOS at Mill Pine. We’re excited to take this opportunity to pause our normal activities and gather offsite to brainstorm ideas, strengthen our teamwork skills, and return even stronger than before.

We will not have access to email or voicemail and we will resume normal business hours on Friday, May 3rd. If you have an urgent trade request, please call our home office trading line at 800-297-7378.

Thank you for your support!

Today is my 10-year anniversary as a financial advisor with Ameriprise. I have been reflecting on the personal and professional growth I have experienced over the last decade. I would be remiss to not offer a sincere thank you to the amazing people that have challenged me to get better every day.

I am forever grateful to:

Van Matthews for giving me the opportunity to join his practice.
Larkin Watson for her patience and trust and the partnership we have formed.
My amazing wife, Emily, for her patience, love, support, and more patience.
Jon Randall , our incredible business coach for the past six years, for pushing us to new heights we never thought were possible.
The rockstar BWA team that have created a fun and rewarding culture.
Our wonderful clients and friends who trust us to help them reach their most important goals.

I could not dream of a better career, and I am even more excited about the next 10+ years of growth!

Here are a few pictures from our first annual shred party this past Friday.

Friendy reminder about our shred event this week!

Spring is a great time to get rid of old tax returns and documents from your home. We have contracted with the services of Iron Mountain to have your documents securely shredded. You are invited to our office on Friday, April 26th to drop off your documents and help yourself to refreshments. If you can't make Friday, feel free to drop your documents off anytime during office hours this week.

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

17 Tips for Baby Boomers To Tackle Their Student Debt If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

We were proud sponsors of the 7th Annual Ville to Ville Relay this past weekend. Over 350 teams of runners, including our own Lee Bugay, ran a 72-mile course from Asheville, NC to Greenville, SC. It was a beautiful spring weekend to be outside. Who else participated in V2V?

Spring is a great time to get rid of old tax returns and documents from your home. We have contracted with the services of Iron Mountain to have your documents securely shredded. Please stop by our office on Friday, April 26th to drop off your documents and help yourself to some refreshments.

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.

Solar eclipsing. See you in another 20 years! :)

Where were you on April 8, 2024?

Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.

I loved speaking today to Furman students and educating them on the importance of financial literacy. They were engaged and asked great questions. Thank you to Rya and Janna for inviting me to the Furman campus on a beautiful spring afternoon. Our future leaders are bright!

We are honored to have earned the Ameriprise Client Experience Award four years in a row, 2020 -2023. The new plaque in our lobby makes it official. :)

Grateful to our clients and friends for trusting us to help them achieve their goals.

Amy led our team meeting this morning on the amazing book, "Unreasonable Hospitability". We all shared our whys: Serve, Support, Educate and Provide Peace of Mind

Love the BWA Team and the clients and friends we passionately serve.

College cost madness? Let’s start planning for your child or grandchild’s education and review your funding options.

Working at Bugay, Watson & Associates is much more than a job; it means having the opportunity to make a real difference in the lives of our clients and friends and the communities we serve. BWA is adding a Client Relationship Coordinator and a Operations Specialist. Come join our team!

From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts.

Top Money Moves for Boomers, Gen X, Millennials and Gen Z Each generation has their own financial needs.

Do you have the guidance you need to achieve your dream financial future? Let’s review your financial progress and make sure you’re on track to reach your goals.

Did you know that leaving an employer isn't the only time you can move your retirement savings? You can roll your 401(k) fund into an IRA at any time – even while still employed at the same place. Let’s discuss if this strategy fits with your broader retirement savings plan.

Rolling over 401(k) while still employed Are there financial benefits to working while in retirement? Learn how your earnings could affect Social Security benefits so you can make an informed decision.

I’m proud to announce that I have been named to the Ameriprise Circle of Success – a distinction reserved for the firm’s top advisors. This recognition reflects our deep commitment to serving clients like you. Thank you for your trust and loyalty!

Financial Advisor Lee Bugay in Greenville, SC | Bugay, Watson & Associates Lee Bugay with Bugay, Watson & Associates in Greenville, SC is here to help you with all of your financial planning needs.