Filing for Social Security: What distribution strategy will work for you?

About 8,000 Americans reach the traditional retirement age of 65 every day, according to AARP. If you’re one of these preretirees, you have a lot of decisions to make about your retirement finances — including when you should start receiving monthly Social Security retirement benefits

5 Things Millennials Need to Know About Finances

According to surveys, only 24 percent of millennials demonstrate basic financial knowledge. There are many reasons for that lack of knowledge: Some of that information comes with life experience, and some of it is facts that would have traditionally been taught in a home economics or

5 Personal Finance Mistakes People Make

It’s easy to think your personal finances aren’t as vulnerable as those of other people. You may think it’s unlikely you’ll be fired or that you’ll have to deal with a medical emergency. And retirement? Odds are, your retirement is many years into the fut

Your 2016 Tax Calendar

At BWTP, we pride ourselves on being your resource for all things tax and financial.  Below is the tax calendar for the rest of this year.  It will go by faster than you know, so be sure you keep this information handy!  Below are some important dates to remember: 2016 Tax calendar Ju

Should I Buy or Lease My Dental Practice Space?

One of the most difficult decisions you face when operating your dental practice is choosing between buying or leasing your practice space. There are pros and cons to both options, and you must weigh them up front with care. Here are some factors to consider when deciding whether to b