Author: Marshall Rathmell

A red coffee mug, red pen, and a keyboard on a desk with a note that reads “Tax Year Overview,” symbolizing year-end tax planning for bonuses, RSUs, and equity compensation by BCR Wealth Strategies in Birmingham, AL.

Year-End Planning for Bonuses and Equity Compensation

As the calendar year comes to a close, you may be in the process of reviewing your financial situation. This may include a review of...

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Retired couple reviewing retirement planning and year-end tax strategies on a laptop at home in Birmingham, AL, focusing on maximizing retirement contributions, Roth conversions, and charitable giving opportunities before December 31.

Retirement Planning in Birmingham: Year-End Tax Strategies

As 2025 winds down, one of the most overlooked ways to strengthen your financial position isn’t chasing higher returns; it’s focusing on year-end tax planning....

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Senior woman in Birmingham, AL speaking on the phone at home, representing the risk of elder fraud scams and the importance of financial protection strategies for aging parents.

How to Protect Your Parents from Elder Fraud

As your parents age, it’s natural to focus on potential healthcare issues, housing, and overall well-being. However, one area often overlooked until it’s too late...

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Thoughtful senior woman sitting on a couch in a modern living room, reflecting on next steps after the loss of her spouse, symbolizing the importance of financial planning, updating accounts, and reassessing long-term goals during a major life transition.

Financial Planning After the Loss of a Spouse

Losing a spouse is one of life’s most difficult transitions, emotionally, personally, and financially. While grief naturally takes center stage, financial decisions often don’t wait....

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Confused woman surrounded by question marks and arrows, symbolizing uncertainty around 401(k) decisions after a job change; Roth conversion, IRA rollover, or leaving it with a former employer.

401(k) Decisions After a Job Change: Roth, Rollover, or Stay?

What you do with an old 401(k) after a job change isn’t the simple decision you may think it is. Your decision depends on age,...

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Red stamped graphic reading "High Earner" representing professionals with substantial incomes seeking long-term wealth strategies beyond their salary in Birmingham, AL.

How High-Income Earners Build Wealth Beyond Their Salary

For many high-income earners in Birmingham, AL, a substantial income is only part of the story. Real financial success often depends on what you do...

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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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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.