Author: Marshall Rathmell

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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Five Things to Expect in Your First Meeting with BCR

A lot of things have changed in the past three years but some things stay the same. We’re revisiting this blog written by Marshall in...
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The Smartest People In the Market

Human nature leads us to find success through knowledge and hard work.  Because of that nature we believe that those that have more knowledge and...
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Strategies for Success: How to enhance your tax savings from charitable giving with a Donor-Advised Fund (DAF)

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...
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