Author: Marshall Rathmell

View of downtown Birmingham, Alabama from Vulcan Park, with the Vulcan statue in the foreground pointing toward the city skyline—symbolizing strategic financial planning for Birmingham professionals balancing success and long-term wealth goals.

Financial Planning for Birmingham Professionals:

If you are a Birmingham professional, protecting your current lifestyle while securing your financial future can be a delicate balancing act. Whether you’re a physician...
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U.S. flag and White House with overlaid stock market charts, representing how political cycles and government changes can influence investment performance and market volatility.

What to Know About Political Cycles and Your Investments

Since the election last November, the media has been buzzing with chatter about the latest political shifts under the new administration and how they will...
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Pink piggy bank wrapped in chains and secured with a padlock, symbolizing the importance of protecting wealth from financial myths and market risks.

Six Myths That Impact How You Grow and Protect Your Wealth

When it comes to building and preserving wealth, there’s no shortage of advice from talking heads, friends, media, or even family—some may be sound advice,...
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Close-up of two professionals reviewing financial documents at a wooden desk with a calculator, pen, and charts, representing estate and insurance planning guidance from a financial advisor in Birmingham, AL.

Estate & Insurance Tips from a Financial Advisor in Birmingham, AL

As the New Year begins, it’s the perfect time to evaluate your estate and insurance plans. Protecting your loved ones and the assets you’ve worked...
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What Issues Should I Consider If My Spouse Passed Away? 

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...
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Infographic highlighting key Medicare components, including hospital insurance, medical insurance, prescription drug plans, and Medicare Advantage Plans, relevant to integrating Medicare and Medicaid into financial planning strategies.

How to Integrate Medicare and Medicaid in Your Financial Plan

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,...
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Illustration of a hand holding a coin with a dollar symbol, surrounded by leaves and a heart, symbolizing tax-efficient charitable giving and financial generosity.

How to Use Tax-Efficient Charitable Giving to Preserve Your Wealth

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...
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Focused woman reviewing financial documents at home in a well-lit kitchen, illustrating the importance of careful estate planning to avoid probate pitfalls.

Probate Explained: Take Steps to Avoid Major Pitfalls

In simple terms, probate is the legal process your estate goes through after you pass away. At a very basic level, a judge will ensure...
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Estate and tax planning strategies are important to protect your hard-earned wealth for your heirs.

Optimize Your Legacy: Birmingham Estate Planning and Tax Strategies

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...
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Multigenerational financial planning services tailor solutions to help secure your family’s financial future.

Build Your Legacy Using Birmingham Multigenerational Financial Planning

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...
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About

BCR Wealth Strategies, situated near Birmingham, AL, is a dedicated fee-only wealth management firm.

Our expertise assists business leaders, healthcare professionals, affluent individuals and families, and those in financial transition such as divorce, loss of a spouse, beneficiary, marriage, finishing residency, etc. in cultivating, safeguarding, and enhancing their wealth.

As committed fiduciaries, your best interests are our top priority.

Our team, composed of certified CFP® professionals, excels in delivering personalized financial planning and investment management services tailored to your unique requirements, reflecting your values and aspirations.

From retirement planning to asset management and protecting your family's financial future, BCR Wealth Strategies provides clear guidance and comprehensive support to help you verbalize and realize your financial objectives.

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