You’ve just spent the best day of your life celebrating your new marriage with all your family and friends. You can’t wait to start the rest of your life with your new spouse. Now that the cake is gone and the confetti has settled, it’s time to take a look at your new life together and get on the same page when it comes to your finances.
A significant number of people who show up at our door need our help because they are uncomfortable with how their investments are currently being managed. We see that as just one piece of complete financial success. Without covering more than investments most people can fail even with the best portfolio in the world.
Young people who are just starting out in their professional careers often feel like they've been thrown to the wind when it comes to financial matters. It’s odd – but understandable – that they’ve just spent a minimum of four years intensely focused on getting the education necessary to secure a good financial future, yet they frequently enter the “real
Basic Medicare, while a good benefit available to many Americans over age 65, is not a complete medical insurance solution. There are “gaps” in the coverage. To fill these, there are some standardized (by Medicare) policies available from insurers. These ten standardized policies are Plans (called Plans A, B, C, D, F, G, K, L, M, and N), each having a different lev
As an Accounting student at the University of Alabama, I was excited to accept a summer internship with BCR and learn more about the finance industry. Going into the summer, I was eager to see how I could apply my accounting skills to my time at BCR. I was also excited to come home to Birmingham for the summer and learn more about financial planning.
Everyone who keeps a budget overspends once in a while. Even the most disciplined spender occasionally makes a purchase that wasn’t in the budget at the beginning of the month. Doing this once in a blue moon won’t completely wreck your financial future; however, if you habitually overspend, it can prevent you from reaching your financial goals or aspirations.
Actively managed mutual funds are built on the hypothesis that their managers’ investing abilities are greater than everyone else’s investing abilities so that you can make more money than others that invest in a similar asset class. They typically ask for higher compensation to pay for their talent’s abilities. Human nature wants us to believe that we can pick whi