BFH Wealth Management LLC

https://www.bloomberg.com/news/articles/2021-08-19/ira-401k-millionaire-retirement-accounts-jump-75-to-record-at-fidelity?utm_source=url_link

There Are More 401(k) and IRA Millionaires Than Ever Hundreds of thousands of Baby Boomers watched their account balances tick over the $1 million mark in the past year.

Most advisors can help you accumulate $, the taxes determine how much you keep!

https://www.fema.gov/disasters/coronavirus/economic/funeral-assistance

COVID-19 Funeral Assistance | FEMA.gov A lock ( ) or https:// means you’ve safely connected to the .gov website. Share sensitive information only on official, secure websites..

What’s more important?
Save more or spend less?

No student should graduate without knowing how money works!

One must be vigilant in analyzing all potential risks of an investment and remember to focus on the long-term benefits versus short-term price volatility.
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The ELEMENTARY RULE of SOUND INVESTING:
FOCUS on the BIG PICTURE, THINK LONG TERM, and STICK to YOUR LONG TERM PLAN!

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Do you have a retirement picture? Don’t derail your plans for retirement!
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Most prosperous people understand that living within their means is the route to sustained wealth.
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Do you need help with your investments and financial plan?
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Brendan Houlihan

The best investment you can make is an investment in yourself——Warren Buffet!

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Stocks posted big gains to close out a very solid 3rd quarter. The S&P increased 8.5%, the Dow 7.6%, and the Nasdaq 11% in Q3.
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As a financial advisor and fiduciary, I review and develop retirement and financial plans for individuals and families.

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Wishing you a safe and healthy Labor Day Weekend 2020!

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Children and their parents need to appreciate how powerful compound interest will be on their savings. Albert Einstein said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” We all enjoy experiencing our money make money, make sure your children comprehend this concept too!

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Happy 4th of July to all, enjoy your time with family and friends! Be safe!

Brendan Houlihan

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You still have time to make a 2019 contribution to your IRA account. The deadline is July 15.
Please let me know if I can help!

708-280-8753

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Thanks

Brendan

Proud to announce that Goldman Sachs has entered into an agreement to purchase Folio Financial. Folio is the custodian/platform where our clients assets are held. Looking forward to the new relationship and the positive impact.
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Brendan Houlihan
www.BFHWealthManagement.com
708-280-8753

BFH Wealth Management BFH Wealth Management Investment Strategies and Investment Planning

"I don't have time" is the biggest lie you tell yourself.
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Call or text Brendan, 708-280-8753

"The S&P 500 Index has rebounded 28.5% off its March 23rd low, it remains 15% below its February 19th peak.
Year to date the S&P 500 Index is down 11%.
The stock market today is at the same level it was 52 weeks ago!
Bottom Line: Given the near complete shutdown of the U.S economy, only being down 11% year to date is a minor correction in the stock market."
Paul Dietrich- Fairfax Global Management

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Contact Brendan Houlihan at 708-280-8753

"There are four steps to accomplishment: Plan Purposefully. Prepare Prayerfully. Proceed Positively. Pursue Persistently."

HAPPY EASTER to YOU and YOUR FAMILY!

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"Long-term investors should consider that since 1928, through 14 recessions and 21 bear markets, equity markets have never failed to regain a prior peak." -
Victoria Capital Management

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Brendan Houlihan
708-280-8753

"The best investment you can make is an investment in yourself"
-Warren Buffet

IRS update...tax filing deadline changed to July 15. Contribute to your Roth IRA for 2019. I’m sure you have it handled, if not I can help!
Brendan Houlihan
708-280-8753

IRS moves tax filing deadline to July 15 as coronavirus spreads, Mnuchin says President Donald Trump ordered the IRS federal income tax filing extension to help deal with the coronavirus pandemic's economic fallout, Treasury Secretary Steven Mnuchin said.

Roth Conversion Evaluation
1. When will the money be needed?
2. What will future tax rates be?
3. Where will the money to pay the tax come from?
Call me to discuss,
Brendan Houlihan
708-280-8753

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The Secure Act became effective January 1, 2020. How does it impact your retirement? You probably have your retirement accounts in order, if not let me know how I can help.
Brendan Houlihan
707-280-8753
BFHwealthmanagement.com

If you have several retirement accounts spread out over various past employers, call me and we can consolidate all of them into one retirement account. Call me!
Brendan Houlihan
708-280-8753
Save more for tomorrow, today!