If you’ve been paying attention to the news lately, you have no doubt heard about the massive ransomware campaign that has infected over 144,000 Windows computers in a number of organizations around the world. It’s unclear how this ransomware is being disseminated, but there are indications that it may be spreading through a security hole in Windows for which Microsoft release
A Health Flexible Spending Account (Health FSA) is a powerful benefit that some employers provide to their employees. This benefit allows you the ability to reduce your taxes on qualified medical spending. A lot of times, people fund these accounts but end up having fewer health issues and costs in a given year than originally anticipated (thankfully!).
Over the past decade, I've seen a number of people lose their job not long before they had planned to retire. For those who “expected the unexpected” and allowed for such possibilities in their financial and retirement planning, a late-career job loss may require some changes, but it doesn’t spark a crisis. For those who are not prepared, however, plans to reti
BCR® believes strongly that the key to reaching your financial goals lies in putting together a financial plan before building a good investment portfolio. A good investment portfolio is the backbone that supports a financial plan but too many people in our industry and the public focus on the investments first.
I had a couple come into my office recently that are potentially going to become clients. He and his wife are retired, in their 70s, and have about 95% of their investments in fixed income. I shared with them that this was not a good strategy for people of their ages and with the lifespan they apparently had.