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October 2020

How To Measure Success As You Approach Half-Time In The Most Important Game Of All….

Submitted by BCR Wealth Strategies on October 26th, 2020

Of course, I’m talking about your life.  After having your share of successes in the past, you may ask yourself, what is my measure of success right now, at this point in my life?  As a woman, I can look over my past and evaluate whatever level of success I feel I have had is based on my education, family, children, and career (not always in the right priority!).  At some p

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  • Author - Sandra Cleveland
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The 3-Question Litmus Test for Volunteers

Submitted by BCR Wealth Strategies on October 19th, 2020

You want to give your time to a non-profit?

When I discuss non-financial goals with clients, I hear it all the time. “I want to be a good citizen.” “We want to be good role models for our children.” “When I retire, I want to find somewhere to volunteer.”

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  • Author - Marshall Rathmell
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Give Your Kid a Match

Submitted by BCR Wealth Strategies on October 12th, 2020

The proposal:  Deposit a dollar into your 16yo child’s Roth IRA for every dollar they earn at their first job up to $6,000.  Do this through the year they graduate college.

A question: How much tax-free money does this provide them at age 70 assuming 8% annualized returns?

The answer:  $2.3M

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  • Author - Mark Hume
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The Power in Delaying Social Security

Submitted by BCR Wealth Strategies on October 5th, 2020

Social Security was designed to be an insurance plan. Depending on how much you pay in you get a guaranteed payment later in life to cover your basic needs if you run out of assets when you can no longer work. Of course, as a society we no longer use it that way. People now use it as the base they start with to retire and determine what they have in addition.

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  • Author- Clay Wood
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