Posts Tagged ‘financial planning’
Aug
04
BNA Wealth Market Perspective: August 2026
Scott Vezzosi, CFP® Wealth Advisor July Recap & August Outlook July brought a mix of headlines — renewed tension in Iran, a tick up in inflation, and growing scrutiny of AI spending — and a notable transition at the Federal Reserve, as Kevin Warsh presided over his second meetings as Fed Chairman. A New Fed […]
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May
29
BNA Wealth Market Perspective: June 2026
Scott Vezzosi, CFP® Wealth Advisor Markets Continue to Recover The U.S. stock market has staged an impressive recovery this year. The S&P 500 is now up roughly 9% year-to-date after being down nearly 8% just two months ago. While the ceasefire with Iran helped calm investors and sparked the rebound, another round of consistently solid […]
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May
04
BNA Wealth Market Perspective: May 2026
Scott Vezzosi, CFP® Wealth Advisor Markets have rebounded from their March lows and are now positive for the year. Ongoing tensions involving Iran have dominated recent headlines, and we believe it is prudent to expect continued market volatility in the near term. What we’re watching: While the United States is a net exporter of oil […]
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Apr
21
BNA Wealth Ranked in the Top 100 of USA TODAY’s Best Financial Advisory Firms for 2026
We’re proud to share that BNA Wealth has been named to the 2026 USA TODAY Best Financial Advisory Firms list, ranking in the Top 100 out of 1,000 firms nationwide. We are especially proud to be the only York County–based firm included on this list. This national recognition, developed in partnership with Statista, highlights top […]
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Apr
14
Mandatory Roth Catch-Ups: 5 Things High Earners Should Be Thinking About Now
If you are 50 or over and contributing to your 401(k), a key rule has changed how you save—and how you’re taxed. As of January 1, 2026, under SECURE 2.0, high earners can no longer make catch-up contributions on a pre-tax basis. Now, those contributions must be made as Roth (after-tax). That may feel like […]
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Apr
03
BNA Wealth Market Perspective: April 2026
Daniel Hudspeth, CFP® │ Wealth Advisor Markets continue to navigate a mixed backdrop as we close out the quarter. Looking ahead, investor focus will likely remain on: The trajectory of inflation Signals from the Federal Reserve The overall pace of economic growth While volatility persists due to geopolitical factors and tighter financial conditions—the broader economic […]
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Mar
17
7 Estate Planning Basics Everyone Should Know
Estate planning isn’t just for the wealthy or those nearing retirement. Anyone who owns property, has savings, or wants to protect their family can benefit from having a plan in place. An estate plan helps ensure your assets are distributed according to your wishes and that trusted individuals can make financial or healthcare decisions if […]
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Mar
10
How to Simplify Estate Planning with Wealth.com
Estate planning is one of the most important steps you can take to protect your family, your assets, and your wishes for the future. Yet many people delay creating a plan because the process can feel complicated or overwhelming. At BNA CPAs & Advisors, we are always looking for ways to simplify important financial planning […]
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Nov
25
Maximizing Your Holiday Giving: Expert Tips from BNA CPAs
Giving back is meaningful—and with the right strategy, it can also support your long-term financial plan. Here are quick, impactful tips from our CPAs to help you maximize your charitable giving and reduce taxable income this year. 1. Maximize Deductions While You Still Can Shared by Ashley Taylor, CPA 2025 is a key year for […]
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Nov
03
BNA Wealth Market Report: October 2025
Gavin Gochnour, CFP® │ Wealth Advisor Market Summary October brought a mix of encouraging economic data, cautious optimism from the Federal Reserve, and the return of some familiar headlines from Washington. Despite the noise, markets continued to show resilience and steady performance throughout the month. S&P500: +2.27% NASDAQ: +4.7% Dow Jones: +2.51% The Fed’s October […]
