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BCR Wealth Strategies | Oct 11, 2021

Surprising Places We Watch for Financial Exploitation of Seniors

Author - Marshall Rathmell

SPOILER ALERT: It could be you that I have to watch, and frankly not only do I like you but you don’t mean any harm either.

In the financial services

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BCR Wealth Strategies | Oct 4, 2021

Fraud and How to Protect Yourself from It

Author - Intern

When people think about fraud, they usually think about the big things like identity fraud, multi-million-dollar scandals that end up on NBC, or even some high

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BCR Wealth Strategies | Sep 27, 2021

Financial Planning is Not a One Person Job

Author - Jadie Burney

In today’s society, it has become a social norm for many marriages to have specific roles or duties for each partner to complete. One may pick the kids up from

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BCR Wealth Strategies | Sep 20, 2021

To Buy or Not to Buy, That is the Question (Maintenance Contracts)

Author - Harold Sasnowitz

When buying almost any appliance the salesperson asks if you want to “protect your investment” with a maintenance contract.  Even Amazon offers maintenance

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BCR Wealth Strategies | Sep 13, 2021

The Forgotten Step In Estate Planning

Author - Brynne Kuberski

Estate planning is an important tool we use to make sure our assets in bank accounts and different investment accounts (retirement accounts, taxable accounts

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BCR Wealth Strategies | Sep 6, 2021

Charitable Donation? – Think Appreciated Stock

Author - Sandra Cleveland

Now is a great time to review your after-tax investment portfolio for appreciated stock holdings to use for charitable donations.

Here are some reasons why

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BCR Wealth Strategies | Aug 31, 2021

New Kids on the Block Pt.3

Author - Tim Jones

If you haven’t read the first two installment of this series, you can find them here: New Kids On the Block, Part I, New Kids On the Block, Part II

You are

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BCR Wealth Strategies | Aug 23, 2021

Should you consider adding a HELOC when buying a home?

Author - Marshall Rathmell

So you are purchasing a home, have a significant down payment, a great mortgage term and wonder if you should get a Home Equity Line of Credit (HELOC)

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BCR Wealth Strategies | Aug 16, 2021

Debit Card Rules

Author - Sandra Cleveland

I received a remarkable reply to my recent blog, What’s the Different Between a Credit Card and a Debit Card?  A dedicated reader sent me the following

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BCR Wealth Strategies | Aug 3, 2021

New Kids On The Block, Part II

Author - Tim Jones

If you haven’t read the first installment of this series, I encourage you to also read it: New Kids On the Block, Part I

How much does it cost to have a baby

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BCR Wealth Strategies | Jul 26, 2021

Nobody Puts the Intern in the Corner

Author - Intern

Walking into BCR on my first day, I was nervous about what my role was going to be. My main objective for my internship was to gain experience and knowledge

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BCR Wealth Strategies | Jul 12, 2021

What Does APR Mean, and Why You Should Care?

Author - Harold Sasnowitz

If you are about to buy a house, a car, a mattress, or nearly anything on credit you are presented with an interest rate.  Often adjacent to the interest rate

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