When I told my friends that I was doing an internship they gave me a disgusted look, assuming I was going to be doing the low-level work of the firm or running around the office taking lunch orders. But when I said it was at BCR, they simply knew that the internship process was the exact opposite.
Retirement is changing! As a matter of fact, many people currently facing retirement don’t think of this phase as retiring, but more of a midlife reinvention. Baby boomers are currently in this hot seat.
If you haven’t started already, it is time to plan for 2019 and for most people, you can’t just copy what you did in 2018. With the start of a new year come new contribution limits for retirement accounts. These changes are summarized in the table below, of course with a few caveats that are further explained.
There are certain fallacies identified by behavioral economists that impact how we make decisions as investors, and being the emotional creatures that we are, we tend to be heavily influenced by these.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, BCR Wealth Strategies, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
© 2019 BCR Wealth Strategies LLC. All rights reserved.
