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BFG News & Notes

November 12, 2018 - Opportunity Cost

In economics and finance, the concept of “opportunity cost” adds the financial cost of not making various decisions to the actual cost of each decision we make. In other words, it is the loss of potential gain from other alternatives whenever one is chosen.

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November 5, 2018 - Retirement Plan Contribution Limits for 2019

This week, the IRS announced all of the retirement plan contribution limits for 2019. For those of you who maximize your retirement savings through an employer-sponsored plan, you’ll need to verify with your H.R. department that you want to increase your contributions as of January 1, 2019. For those of you funding IRA, Roth IRA, or SEP-IRA accounts managed by BFG, we’ll be assisting with this process and reminders, as always.

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October 30, 2018 - Board Meeting Highlights

The advisory board members got a peek at our new company name, logo, and branding, and we’re very happy to report that the board unanimously approved our new design. The formal unveiling will take place during our open house anniversary event on December 13th, and you will all be receiving formal invitations and details soon. It’s going to be a really fun and memorable event!

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October 22, 2018 - Frederick "Meet & Mingle"

Last week, members of our team hopped on a bus and attended a “Meet & Mingle” with about 3 dozen clients and their guests in Frederick, Maryland.

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October 9, 2018 - Growing BFG family!

We are excited to announce that this past Thursday, our own Jaclyn Dunn, CFP® and her husband Jamie welcomed their first child, Makenzie Brianne to the world.

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October 2, 2018 - Year-End Calls in Full Swing

The 4th quarter is here and BFG’s year-end calls are in full swing. If you have not yet scheduled yours using our new online scheduling system, please contact Jennifer Palumbo.

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September 24, 2018 - BFG Roadshows

Last week we hosted our first “BFG Meet & Mingle” event of 2018 in Harlingen, Texas. We had a good number of clients and their guests attend, and a great time was had by all!

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September 18, 2018 - Year-End Tactical Calls

Year-end tactical calls begin this week, and we’re excited to be speaking with almost 400 families between now and November 30th.

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September 10, 2018 - Online Scheduling System is LIVE!

The new system has worked beautifully and dozens of calls were scheduled over the weekend. If you did not yet receive an e-mail, please expect it in the next few days.

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September 4, 2018 - BFG Advisory Board Orientation

This Thursday, the BFG Advisory Board is hosting an orientation and welcoming five new members to our group of 18 to serve three-year terms.

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August 20, 2018 - Get to Know our Team

“Success is never owned.  It is only rented – and the rent is due every day.”

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July 31, 2018 - Today we focus on the hot potato that is estate tax!

As a part of the tax reform on January 1, 2018, the federal government raised the estate tax exemption to $11,180,000 per person ($22,360,000 per married couple), effectively eliminating estate taxation as a concern for the vast majority of American households.

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July 24, 2018 - Life, Liberty and the pursuit of Happiness

Every July, the U.S. celebrates the anniversary of the signing of the Declaration of Independence, which aimed to ensure American citizens the unalienable rights of life, liberty, and the pursuit of happiness.

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July 16, 2018 - Financial Fragility for Future Retirees

An article was published in The Arizona Republic recently about “financial fragility” for future retirees, utilizing data from a study at Boston College. 

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July 10, 2018 - Software Solution Update

Our transition to a new software system to track calendars, contacts, and various to-do items has been implemented and is operational.

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June 25, 2018 - Announcing Upgraded Software Solution!

After several months of design work, this morning at BFG we implemented a significantly upgraded software solution to manage our calendars, contacts, workflows, and most importantly our client relationships, reminders, and action items. 

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June 18, 2018 - Junior Achievement of Central Maryland Fundraiser

This week is the first of BFG’s four charitable events in calendar year 2018, as we’ll be bowling Thursday night to raise money for Junior Achievement of Central Maryland.

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June 12, 2018 - Almost at the "Finish Line"

We are 2 weeks away from the “finish line” for our annual strategy meetings. So far, we have visited or spoken with 96% of our clients.

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June 4, 2018 - What do Walt Disney and BFG have in Common?

Walt Disney, McDonalds, and J.C. Penney were all initially started using whole life policy cash values as a source of capital. 

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May 29, 2018 - Wedding Bells at BFG

First and foremost this week, we want to congratulate our BFG teammate, Akram Ibrahim, and his bride, Yoselin on the occasion of their nuptials this past weekend! 

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May 21, 2018 - College Planning

As this is graduation time for many college students around the country, a recent study by Job Search Intellingence (JSI) revealed the latest graduate salaries which can help in determining not only where to attend college, but how much one should borrow for college.

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May 14, 2018 - Transactions Reminder

As a reminder, this week many of you will see one or more transactions related to maintaining links between your bank accounts and investment accounts. 

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May 1, 2018 - BFG Road Shows

Once again this fall, we are planning four “BFG Road Shows” which are a chance for clients in various geographic areas to meet our financial advisors and members of our team without commuting to our offices.

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