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BMS Financial Advisors, L.L.C..

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1508 Mountain View Road
Rapid City, SD 57702
  • Phone:
    605.341.1555
  • E-mail address: ashley@bmsadvisors.com
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Newsletters

  • HOT TOPIC: Revisiting the 4% Rule

    For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.

  • Prepare Your Finances for the Next Emergency

    The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.

  • Money Market Funds in a Low Rate Environment

    Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.

  • Gift vs. Inheritance: Consider the Tax Difference

    When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators »

Contact Us

1508 Mountain View Road
Rapid City, SD 57702
  • Phone:
    605.341.1555
  • E-mail address: ashley@bmsadvisors.com
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Securities and insurance products offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through BMS Financial Advisors, LLC, a registered investment advisor not affiliated with SPF. SPF does not provide tax or legal advice.

These links are provided as a convenience and for informational purposes only. We assume no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.

This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, WI, WV and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION: A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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