Benefit Financial Services Group

Now that #cannabis is legal in many states, it may be the case that pot users and investors think that cannabis is environmentally friendly, but it is not! Growing #marijuana indoors takes an enormous amount of electricity, water, and chemicals. In other words, growing cannabis is energy-intensive and unfriendly to the #environment. https://www.bfsg.com/is-pot-growing-environmentally-friend/ #ESGinvesting

The two emergency relief bills passed in 2020 and another in 2021 in response to the COVID-19 pandemic will make this an unusual tax season for many #taxpayers. The following provisions may affect many households when they file their #taxreturns for 2020. https://www.bfsg.com/pandemic-relief-measures-and-your-202/ #taxplanning

Coffee With Dr. Steve And Katie Why Viacom? Why Not? https://vimeo.com/524004523

How will the #americanrescueplan impact you? https://www.bfsg.com/american-rescue-plan/

February is behind us as we now enter March. This time last year was one for the record books and look at the #economic summary below to better understand what transpired over the last month. https://www.bfsg.com/monthly-economic-summary-2/ #stockmarkets #investing

When there is so much liquidity sloshing around the system, #WallStreet always comes up with a way to capitalize with a bit of financial engineering. The latest soup de jour is a special purpose acquisition company (SPAC). #SPACs raised a record $82 billion last year and they now make up 50% of all IPO volumes which speaks to the current frothy #investing environment. Who is benefiting from this SPAC-hype? https://www.bfsg.com/do-you-want-some-froth-with-that-spac/

Coffee With Dr. Steve And Katie No Sugar In My Coffee And No Sugar In My Tea https://vimeo.com/469130031

Top Advisors Under 40 Congratulations to the following BFSG consultants for being nominated for the NAPA 2021 Top Advisors un 40! @Darren Stewart, @Braden Priest, @Aksana Munoz, @Chad Noorani... Please consider voting here: https://www.napa-net.org/top-retirement-plan-advisors-under Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.

Top Women Advisors: Congratulations to BFSG’s @Tina Schackman for being nominated for the NAPA 2021 Top Women Advisors! Please consider voting here: https://www.napa-net.org/2020-napa-top-women-voting-form... Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.

The American Bar Association published at the end of 2017 that there were 1.3 million lawyers in the United States. That is one lawyer for every 300 people, the most per capita of any country in the world. Now there are a few more. In today’s litigious society, many of us may be concerned about keeping that for which we have worked so hard. What are some of the tools that you can use to protect and preserve your assets during your lifetime and maybe for your heirs also? Check out the strategies here: https://www.bfsg.com/asset-protection/ #assetprotection #financialplanning #insurance

Using a Health Savings Account (HSA) is a prudent financial decision that many Americans overlook or simply do not understand. One of their primary benefits is that contributed funds do not run out each year like a medical savings account. Instead, unused funds roll over each year and can be used for future medical expenses. Here are some important facts to keep in mind when it comes to an HSA: https://www.bfsg.com/understanding-health-savings-accounts/ #HSA #healthsavings #taxfree

Coffee With Dr. Steve And Katie BCA Conference Tidbits And Steve’s Impression Of William Shatner https://vimeo.com/466728148

Hot off the presses - Check out our Quarterly Perspectives Newsletter! #investing #investmentadvisor #stocks https://www.bfsg.com//BFSG%20Quarterly%20Newsletter%20Q3%2

The end of the year can be a crazy time and closing the books on another year, gearing up for another takes work! And yet despite the chaos, many of us can feel like we’re in a real slump by the time the calendar hits December. Maybe it’s the accumulated stress and exhaustion from another year of hard work or living through a pandemic. Here are some tips to consider as you close out the year and get a head start on 2021: 1. Do Not Lose Sight of the Finish Line 2. Do Not Lose ...Sight of Yourself 3. Do Not Lose Sight of Loved Ones 4. Do Not Lose Sight of What is Important https://www.bfsg.com/do-not-lose-sight/ #healthyliving #wellness #financialwellness

Coffee With Dr. Steve And Katie "Goldilocks Comes To The Stock Market" https://vimeo.com/464382668

If you missed our Money Mastery webinar series or just want to revisit any portion of the series given by our CERTIFIED FINANCIAL PLANNER (CFP) professionals, the replays are now available OnDemand. http://ow.ly/gWeG50BHYhv #financialliteracy #collegesavings #financialfreedom

3 Interesting Facts to Consider When Choosing a College This time of year, it is important for high school Seniors (and Juniors) to consider their plans after high school. Below are some things to consider whether to go to #college or not as well as what majors to consider. https://www.bfsg.com/3-interesting-facts-to-consider-when-/

Coffee With Dr. Steve And Katie The Electric Parade https://vimeo.com/461979650

If you or a child plans on attending college for the 2021-2022 school year (i.e. next fall) the most important step is to start the process early for #financialaid. The first step is to complete the #FAFSA, which is the government form used to determine how much financial aid the student may qualify for. The FAFSA is available on October 1st, so complete the application as close to this date as possible. https://www.bfsg.com/the-time-for-financial-aid-is-now/

#Selfimprovement is always important and part of personal growth. One skill that is not taught enough and very important is improving negotiating skills. This can help you in almost every aspect of your life. #Negotiating is an essential skill for your financial health to help you pay less for items like a new car and to help you get raises or better job offers. https://www.bfsg.com/5-tips-to-improve-your-negotiating-sk/