https://youtu.be/1gwPdWCm228 The team here at BCR® Wealth, Birmingham, AL based, financial advisors, has regularly been called on to assist with financial planning when a spouse...
Planning for healthcare costs is one of the most important yet overlooked aspects of a long-term financial strategy, especially regarding Medicare and Medicaid. For many,...
Did you know charitable giving is an excellent way to support causes you care about while receiving substantial tax benefits? It’s true! How you give...
Imagine you’re building a puzzle. Each piece represents a part of your life—your assets, family, present, and future. Estate planning and tax strategies are like...
While the processes are similar, financial planning and multi-generational financial planning serve different purposes based on a variety of goals: Financial planning focuses on managing...
As a follow-up to our recent Tax Smart Investing presentation, we are posting several blogs that explain some of the concepts that we discussed. The...