Skip to main content

  • Home
  • Home
  • Clients
  • Philosophies
  • Our Team
  • Contact Us 
    • Ask Us A Question
  • Affiliations
  • Blog
  • Financial Check-Up℠
  • Resources
    • Calculators
    • TD Ameritrade Account Login

    You are here

  1. Home
  2. Archived Blog
  3. February 2019

February 2019

The Moment of Truth For Your Taxes

Submitted by BCR Wealth Strategies on February 25th, 2019

We are getting to the moment of truth on the 2017 Tax Cuts and Jobs Act, which took effect for the tax year 2018.  As the first tax returns reflecting the new tax rules are being filed now, we will all soon find out how it impacts us.

 

Tags:
  • Author- Sandra Cleveland
  • Read more

Common HSA Questions

Submitted by BCR Wealth Strategies on February 18th, 2019

High Deductible Health Plans (HDHP) are becoming more common in the healthcare space these days.  Because of this, we have been receiving a lot of questions from clients about how their Health Savings Accounts (HSA) fits into their financial plan.  I wanted to go over some of the questions that have been coming up.

Tags:
  • Author- Clay Wood
  • Read more

Two Financial Things You Don't Want to Miss When Planning That Big Trip

Submitted by BCR Wealth Strategies on February 11th, 2019

A common goal many of our clients have is travel.  Sometimes it is the regularity of travel, sometimes it is a dream destination, and sometimes it is to take their family on a big trip to continue fostering relationships.  Whatever you dream of, it has been documented how rewarding experiences can be.  You can tell how our clients love to travel by the map of accomplished travel

Tags:
  • Author- Marshall Rathmell
  • Read more

Protecting the Identity of Your Loved Ones

Submitted by BCR Wealth Strategies on February 4th, 2019

We all care deeply about our family and those close to us.  We always want to do the best for them.  Protecting one’s identity has become a very important topic recently, especially with the explosion of the internet over the past 25 years.  I will be proactive and begin building my five-year-old’s credit when he turns fourteen.  This is a common recommendation t

Tags:
  • Author - Mark Hume
  • Read more

Subscribe to Our Blog

Enter your email address:

Recent Blog Posts

  • What is Risk?
  • What’s the Difference between a Credit Card and a Debit Card?
  • Our Top Blogs from 2020!

Categories

  • Author - Clay Wood (1)
  • Author - Harold Sasnowitz (1)
  • Author - Intern (13)
  • Author - Lindsay Birchfield (2)
  • Author - Mark Hume (23)
  • Author - Marshall Rathmell (4)
  • Author - Sandra Cleveland (2)
  • Author- Clay Wood (31)
  • Author- Harold Sasnowitz (29)
  • Author- Kristie Clayton (7)
  • Author- Marshall Rathmell (92)
  • Author- Sandra Cleveland (49)

Archived Blog

  • January 2021 (3)
  • December 2020 (4)
  • November 2020 (5)
  • October 2020 (4)
  • September 2020 (4)
  • August 2020 (5)
  • July 2020 (4)
  • June 2020 (5)
  • May 2020 (5)
  • April 2020 (8)
  • March 2020 (6)
  • February 2020 (5)
  •  
  • 1 of 7
  • ››

Contact Us

Ask Us A Question

 

Alabama

Phone: 205-298-1234
Fax: 205-298-1230

1952 Urban Center Parkway
Vestavia, AL 35242

Get Directions

New Jersey

Phone: 607-238-7718
Fax: 607-238-2859

22 Lenox Ave
Clifton NJ 07012

Get Directions

Affiliations

BCR Wealth is an independent firm that puts its clients’ interests first.  In order to maximize the value we provide clients we have affiliations and strategic alliances with other organizations including:


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.

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Form CRS

© 2021 BCR Wealth Strategies LLC. All rights reserved.

Website Design For Financial Services Professionals