Author: Jake Drum
The BCR Plan to Succeed℠: Your Roadmap to Financial Success
When you think about retirement, what do you envision? For most people, gone are the days of commuting and images of a rocking chair. Instead,...
Strategies for Success: Roth Contributions & Conversions
As a follow-up from to our recent Tax Smart Investing presentation, we are posting several blogs that explain some of the concepts that we discussed. ...
Social Security: Why Wait?
Caveat: Personal finance is personal. Your individual facts and circumstances will have a huge impact on when YOU should claim your social security benefits. This...
Secure Act 2.0: The Top 3 Changes You Need to Know
You might have heard about recent legislation known as Secure Act 2.0. SECURE Act 2.0 was included in the Consolidated Appropriations Act of 2023, which...
Are Cryptocurrency Losses Deductible?
It has been a roller coaster year for all markets, but none more so than the market for cryptocurrency and digital assets. You may have...
