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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.

Tags:
  • Author- Clay Wood
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How the Election of a President Affects Markets

Submitted by BCR Wealth Strategies on September 29th, 2020

BCR Wealth as a company does not have a political position. Of course, our employees as individuals each have their own opinions and vote as they choose. We work hard not to position our blog for one party or candidate. This blog is intended to follow that practice while answering the concerns that we are hearing and anticipate growing as the November election grows closer.

Tags:
  • Author- Marshall Rathmell
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Market Timing and Football

Submitted by BCR Wealth Strategies on September 21st, 2020

Suppose you knew every statistic about football: players, referees, field conditions and on and on. Could you make money betting on football?


Probably not. That is because you not only have to know about the sport itself, but because you also must consider the spread set by the bookies. So, to make money you must know when the spread is wrong.

Tags:
  • Author- Harold Sasnowitz
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Why Interest Rates Matter to You

Submitted by BCR Wealth Strategies on September 14th, 2020

Interest rates affect the decisions you make with money. Some of these are obvious – think about how much more money you would stick in your savings account if it paid 15% interest instead of 0.5%. How much less money would you put into stocks if you could get 15% in a simple bank account?

Tags:
  • Author- Sandra Cleveland
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What Does it Mean to be "Tax-Smart"?

Submitted by BCR Wealth Strategies on September 8th, 2020

Helping our clients implement “tax-smart” strategies is where I believe we provide a substantial amount of value. Anyone who is a DIY investor can open a Vanguard account and fund an S&P 500 Index Fund on a regular basis. Many of those that do this think they have just equaled the work of a financial advisor and saved themselves a lot of money in fees.

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  • Author - Mark Hume
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Your Own Storytime With Grandchildren

Submitted by BCR Wealth Strategies on August 31st, 2020

During these days when travel and contact with loved ones is so restricted, I sought a way to reach out and touch my grandchildren. So, I started Grandpa’s Storytime. It’s a really easy way to keep in touch and connect in a personal way, and a great deal of fun.

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  • Author- Harold Sasnowitz
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Saving at all Income Levels

Submitted by BCR Wealth Strategies on August 24th, 2020

You’ve probably read the article about the couple who make $500k to just “scrape by”. It describes a lifestyle of student debt, childcare and home maintenance expenses that we all face.

Tags:
  • Author- Marshall Rathmell
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What are the Markets Telling Us?

Submitted by BCR Wealth Strategies on August 17th, 2020

Most of the rhetoric that you hear in financial media is typically melodramatic. So, when there is an economic crisis caused by a health crisis you can expect it to be even worse. And it is.

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  • Author - Mark Hume
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Don't Drain Your Retirement Bathtub Dry

Submitted by BCR Wealth Strategies on August 10th, 2020

Did you know that 70% of elementary school children have at least one living grandparent? And that 65% of seniors live for 30+ years after retirement?


The question of how long your money will last is more important now than ever before.


I think of it this way.

Tags:
  • Author- Sandra Cleveland
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It's Not About the Coffee

Submitted by BCR Wealth Strategies on August 3rd, 2020

You’ve read the articles. I am guilty of writing a similar one. Countless other financial professionals have used the same example. Stop buying expensive coffee, save the amount you would have spent. Then, your savings compounds its investment returns.


I think people spend too much time thinking about that. It’s not the coffee holding your savings back.

Tags:
  • Author- Clay Wood
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