Our Blog

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...

Managing significant wealth brings unique challenges that require a customized approach. If you’ve amassed $1 million or more in investable assets (not including real estate...

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...

Whether you’re a professional climbing the career ladder or a corner office executive making big decisions, every personal financial-related decision can impact your future lifestyle...

When you think about retirement, what do you envision? For most people, gone are the days of commuting and images of a rocking chair. Instead,...

Determining who will assist you in overseeing your wealth is one of the most important decisions you can make for you and your family’s financial...

In today’s fast-paced digital world, staying ahead means embracing change. At BCR Wealth, we understand that evolution is essential to fulfilling our commitment to you....

As of this writing, April 5, 2024, a number of news outlets are reporting that “the magic number is $1.5 million”.  This is supposed to...

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...

You have spent years building up your business. Through long days and weekends of work. Taking calculated risks to grow. Making your lifestyle secondary to...

There’s a class of problems that have no straightforward and definite mathematical solution.  A simple example is what is the number that is going to...

“2024 Key Financial Data”. To some, this probably sounds like it is going to be a boring summary of tax number updates. To us, it...