Author: Lindsay Birchfield
Strategies for Success: How Asset Location is Tax Smart
This blog is one of several that will be posted as a follow-up to our Tax Smart Investing presentation. The presentation was focused on how...
Common Investing Misconceptions
There are lots of misconceptions when it comes to investing, and we want to clear the air on a few of them. Higher risk leads...
New Year, New Contribution Limits
We’re almost to the new year, which means tax season is upon us. If you are trying to maximize your financial benefits, it is important...
Update: How a Small Tweak in your Portfolio Could Affect You
It was unknowingly perfect timing when Marshall wrote this original blog at the bottom of COVID, and I wanted to go back to see what...
Knowing how your portfolio fits into your plan
Just like you know what kind of car you own and what fits in it (most of the time), you want to know what...
RMDs in 2021
2020 was weird. You do not need me to tell you, you have heard it more than enough. Well, Required Minimum Distributions (RMD) were no...
2020 RMDs
With everything happening right now, a lot of different parts of your life have been affected. From your health to your finances, it may be...
Keeping up with the Ever-Changing Numbers for Planning
Day-in and day-out I help the advisors and clients of BCR Wealth on the execution in their accounts. For me, the IRS limits are an...
