The Top 7 Ways to Protect Your Online Identity
Did you miss our cyber security webinar? Don’t sweat it! You can watch an archived version of the webinar on the Bodnar Financial YouTube page below… Enjoy! Read more »
We Are Hosting a Cyber Security Webinar on July 13
Save The Date! It’s time for another Bodnar Financial Webinar…. In case you missed it, our last one, Paying For College Without Blowing Your Retirement garnered almost 2,300 views! This time around, we’re tackling cyber security and identity protection online. The event is open to the public, so friends and family are welcome to join. Here are Read more »
What Donald Trump Means for Your Retirement
“For reasons I have never understood, people like to hear that the world is going to hell, and become huffy and scornful when some idiotic optimist intrudes on their pleasure. Yet pessimism has consistently been a poor guide to the modern economic world.” – Deirdre McCloskey, economic historian Is Donald Trump the end of western Read more »
Behold! Summer’s Hottest Gift for Baby Showers and Birthdays
Hot off the presses! Bodnar Financial is now offering 529 plan “gift certificates,” the perfect gift for a birthday party or even a baby shower. After all, does your grandchild/nephew/goddaughter really need another NERF gun or Barbie doll? Really? Contributions to a college savings plan should happen early and often. Planning early allows parents to take Read more »
Don’t Worry! Form 5498 is NOT a Tax Form…
This is a friendly reminder that Form 5498 is NOT a tax document. Your accountant does not need it, it is informational only. Read more »
Prince Died Without a Will… How is That Even Possible?
Here’s what I don’t understand. In this day in age, with all the money and the lawyers at their fingertips, it is bewildering to discover that a celebrity doesn’t have a will drafted. Most recently, Prince’s sister announced the musical icon (worth a reported $300 million) has no known living will. There is still technically Read more »
Happy (Belated) Tax Freedom Day!
My Fellow Taxpayers, How do you feel today? Do you feel more weight off your shoulders, or lighter on your feet? It’s not a coincidence- According to the Tax Foundation, Sunday 4/24 was Tax Freedom Day, a milestone that marks the day Americans have earned enough money to pay the nation’s tax bill for the Read more »
7 Reasons to Leave NJ for Retirement
I love the Garden State as much as the next guy. I mean it. My college nickname was “Jersey” because I would not stop talking about how awesome New Jersey is compared to anywhere else on earth. But even diehard New Jerseyans have their limits. Between 2005 and 2014, New Jersey had a net loss Read more »
Missed our Webinar on College Savings? No Problem!
You can watch the first EVER Bodnar Financial webinar on our YouTube channel below. The topic: practical tips on how to fund a college education without blowing your retirement. The best thing you can do to prepare for college funding is sit down with a financial advisor and figure out what ratio of the options discussed Read more »
College Savers: Don’t Miss Our Webinar on April 5!
Don’t let college costs sneak up on you. The earlier you can get planning for your kids and grandkids, the better! Join us for the first EVER Bodnar Financial webinar on financial aid and other college funding options. Here are the details: WEBINAR: Paying For College 101 DATE: Tuesday, April 5, 2016 TIME: 12:30-1:15 pm Read more »