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Marshall Rathmell | Jan 24, 2022

Money conversations shouldn’t just start when you are married

Author - Brynne Kuberski

Thinking about moving in with your significant other? This is a big life event that should prompt some money conversations.  How you will each contribute?  What

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BCR Wealth Strategies | Jan 11, 2022

BCR’s Most Impactful Blogs of 2021

Author - Marshall Rathmell

We could never have imagined being in a pandemic for another WHOLE year.  But if this year has taught us one thing, it is to stay focused on the long term and

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BCR Wealth Strategies | Dec 27, 2021

What is a “Safe” Investment?

Author - Harold Sasnowitz

Consider money you’re putting away for a long term (think twenty years away – say for retirement or a young child’s college expenses) expense.  Often people

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BCR Wealth Strategies | Dec 20, 2021

Family Feud – At What Age are you Supposed to Retire?

Author - Sandra Cleveland

The goal on Family Feud is to give the most popular answer to survey questions to win the game and cash prizes.  And the survey says: 65.

Retiring in you 60

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BCR Wealth Strategies | Dec 13, 2021

Want to blame someone for our current supply chain problems?

Author - Tim Jones

Blame Toyota, or more specifically, blame Taiichi Ohno.

I’m trying to be funny, but let me explain, Taiichi Ohno is considered the father of Toyota

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BCR Wealth Strategies | Dec 6, 2021

A 13-year-olds present that helps their financial future

Author - Marshall Rathmell

Happy 13th Birthday John Marshall Rathmell!!!!!!!

13, the first year as a teenager.  In many cultures 13 is the beginning of adulthood and added

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BCR Wealth Strategies | Nov 29, 2021

Teamwork Makes the Dream Work

Author - Intern

At BCR, one of our core values is that we are “Independently Team Focused”. When I learned about this core value in my interview, I did not really think too

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BCR Wealth Strategies | Nov 22, 2021

It’s All About Balance

Author - Brynne Kuberski

Being rewarded for hard work via increased compensation is a wonderful feeling. It makes us feel accomplished and proud that our work is not going unnoticed. I

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BCR Wealth Strategies | Nov 15, 2021

Navigating RMDs

Author - Michele Fasanello

Required minimum distributions, also known as RMDs, are a very important part of the financial planning process. Many people who save for retirement do so using

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BCR Wealth Strategies | Nov 1, 2021

Boomer Parents, Millennial Children and Housing Futures

Author - Sandra Cleveland

Here’s what boomer parents need to take into consideration to advise their millennial children. 

The housing market is going strong right now.  There are a

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BCR Wealth Strategies | Oct 25, 2021

New Kids on the Block; Reunion Tour

Author - Tim Jones

As promised, the band is back! One last blog focused on the numerous ways to save for your child’s future, a few that I will highlight are:

-           UGMA

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BCR Wealth Strategies | Oct 18, 2021

Young Professionals: Pay Yourself First

Author - Brynne Kuberski

Are you a young professional wondering how to start investing long-term after building up a solid emergency fund?  Or are you wanting to build up that emergency

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