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Close-up of two professionals reviewing financial documents at a wooden desk with a calculator, pen, and charts, representing estate and insurance planning guidance from a financial advisor in Birmingham, AL.

Estate & Insurance Tips from a Financial Advisor in Birmingham, AL

As the New Year begins, it’s the perfect time to evaluate your estate and insurance plans. Protecting your loved ones and the assets you’ve worked...

Mint green vintage-style alarm clock showing the transition from 2024 to 2025, symbolizing the start of a new year and a fresh opportunity to implement tax tips and financial strategies with guidance from a Birmingham, AL financial advisor.

New Year Tax Tips from a Birmingham, AL Financial Advisor

One of the most popular New Year resolutions is to gain better control over your finances. It’s a great goal; however, knowing where to start...

What Issues Should I Consider If My Spouse Passed Away?

https://youtu.be/1gwPdWCm228 The team here at BCR® Wealth, Birmingham, AL based, financial advisors, has regularly been called on to assist with financial planning when a spouse...

Infographic highlighting key Medicare components, including hospital insurance, medical insurance, prescription drug plans, and Medicare Advantage Plans, relevant to integrating Medicare and Medicaid into financial planning strategies.

How to Integrate Medicare and Medicaid in Your Financial Plan

Planning for healthcare costs is one of the most important yet overlooked aspects of a long-term financial strategy, especially regarding Medicare and Medicaid. For many,...

Entrance to Probate Court building with detailed architectural features, representing legal processes in probate and estate planning

Probate Pitfalls to Avoid: Protecting Your Estate & Heirs

Probate may not be a four-letter word, but it sure gets treated like one. For many, it’s the legal equivalent of “Oops!” — a process...

Legal & Financial Planning When Facing Alzheimer’s Disease and Dementia

Everyone would agree that the diagnosis of Alzheimer’s disease can be devastating for the person receiving the news, as well as the family members and...

A Surprising Leading Indicator of Dementia

It is no secret that being the spouse or loved one of someone with dementia is heartbreaking and difficult. The emotional struggles that you will...

Illustration of a hand holding a coin with a dollar symbol, surrounded by leaves and a heart, symbolizing tax-efficient charitable giving and financial generosity.

How to Use Tax-Efficient Charitable Giving to Preserve Your Wealth

Did you know charitable giving is an excellent way to support causes you care about while receiving substantial tax benefits? It’s true! How you give...

Stacked wooden blocks with health-related symbols including hearts, a medical cross, and a clipboard, representing various aspects of Medicare and Medicaid financial planning.

Medicare & Medicaid Financial Planning: Why it Matters to You

When you picture retirement, it’s often filled with thoughts of travel, new activities, time with friends and family, and enjoying life. What may not come...

Focused woman reviewing financial documents at home in a well-lit kitchen, illustrating the importance of careful estate planning to avoid probate pitfalls.

Probate Explained: Take Steps to Avoid Major Pitfalls

In simple terms, probate is the legal process your estate goes through after you pass away. At a very basic level, a judge will ensure...

Illustration of diverse hands raised toward a heart symbol, representing the power of smart charitable giving to create meaningful impact while maximizing tax advantages and financial benefits for donors.

Smart Charitable Giving: Make Every Donation Count

Charitable giving is more than just a way to support causes you care about—it can also play a strategic role in your financial plan that...

Estate and tax planning strategies are important to protect your hard-earned wealth for your heirs.

Optimize Your Legacy: Birmingham Estate Planning and Tax Strategies

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...