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Marshall Rathmell | Mar 20, 2023

How Financial Planning can be More Impactful than the Market

Author - Marshall Rathmell

At BCR, we believe that you should focus on the things that you can control and find a way to live with the things you can’t.  While the investments you select

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Marshall Rathmell | Mar 7, 2023

Secure Act 2.0: The Top 3 Changes You Need to Know

Author - Jake Drum
Author - Tim Jones

You might have heard about recent legislation known as Secure Act 2.0. SECURE Act 2.0 was included in the Consolidated Appropriations Act of 2023, which was

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Marshall Rathmell | Feb 27, 2023

It’s Your Money and You Need It Now

Author - Spencer Lawson

We consistently receive questions regarding employer-provided retirement accounts. If it feels like there are constant changes to the laws regarding

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Marshall Rathmell | Feb 6, 2023

Roses are Red, Violets are Blue, How Does Your Love Language influence you?

Author - Kim McGuire

If you’ve been in a committed long-term relationship at any time in the last 30 years, it’s likely you’ve heard of Gary Chapman’s book “The Five Love Languages

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Marshall Rathmell | Jan 24, 2023

How the Consumer Price Index (CPI) directly affects you

Author - Harold Sasnowitz

How is the Consumer Price Index (CPI) Calculated

I’ve often wondered how the CPI is calculated.  I know that the Bureau of Labor Statistics (BLS) determines

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Marshall Rathmell | Jan 9, 2023

Year in Review

Author - Michele Fasanello

As we wrapped up 2022 at BCR we couldn’t help but reflect on all that we have done this past year. It is no secret that the market has been a hot topic for

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Marshall Rathmell | Dec 29, 2022

Are Cryptocurrency Losses Deductible?

Author - Jake Drum

It has been a roller coaster year for all markets, but none more so than the market for cryptocurrency and digital assets. You may have heard about a

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Marshall Rathmell | Dec 12, 2022

New Year, New Contribution Limits

Author - Lindsay Birchfield

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 that you and/or your

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Marshall Rathmell | Nov 29, 2022

Life Insurance: What’s Your Spidey-Sense Telling You?

Author - Jadie Burney

Life insurance: something no one wants to talk about. While life insurance is not for everyone, it is for those that have loved ones depending on them. In this

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Marshall Rathmell | Nov 14, 2022

Have no fear, BCR is here…to help with your RMD.

Author - Michele Fasanello

The past several years have been full of many changes for RMDs. In 2019, the starting age was changed from 70 ½ to 72. In 2020, RMDs were suspended altogether

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Marshall Rathmell | Nov 8, 2022

Are you prepared if you lose your spouse?

Author - Marshall Rathmell

Are you nervous about what happens to you or your spouse if one of you significantly outlives the other?

I personally get very nervous, from time to time

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Marshall Rathmell | Nov 1, 2022

Update: How a Small Tweak in your Portfolio Could Affect You

Author - Lindsay Birchfield

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 would have happened if

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