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Women on Their Way to Wealth

Submitted by BCR Wealth Strategies on June 5th, 2017

I recently read the results of a survey that stated the majority of women associated wealth with the word “security,” while men generally associated it with words like “status” and “power.”  My personal experience in working with clients has been that both women and men strongly associate wealth with security. 

 

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  • Author- Sandra Cleveland
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Student Debt vs Saving for Retirement

Submitted by BCR Wealth Strategies on May 30th, 2017

Graduating college is a very exciting accomplishment, but for many students, the excitement is dampened when they look at their accumulated student loan debt.  The prospect of making loan payments for a decade or more makes many of them ask the question, “Should I put extra money toward paying my off student loans or invest for retirement?”

 

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Ransomware Alert

Submitted by BCR Wealth Strategies on May 23rd, 2017

If you’ve been paying attention to the news lately, you have no doubt heard about the massive ransomware campaign that has infected over 144,000 Windows computers in a number of organizations around the world.  It’s unclear how this ransomware is being disseminated, but there are indications that it may be spreading through a security hole in Windows for which Microsoft release

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  • Author- Kristie Clayton
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Is There A Move In your Future?

Submitted by BCR Wealth Strategies on May 16th, 2017

Statistics indicate that, on average, people change residences every seven years.  This figure is irrespective of whether people live in an apartment, a home, a condo, etc.  There are many reasons for these moves: some positive and some not so good. 

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  • Author- Harold Sasnowitz
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How to Teach Kids About Saving Money

Submitted by BCR Wealth Strategies on May 9th, 2017

Friday, April 28th, 2017 was National Teach Your Kid to Save Money Day.

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  • Author- Marshall Rathmell
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Purchase vs Lease

Submitted by BCR Wealth Strategies on May 2nd, 2017

In 2013, over 31% of auto purchases were leases.  We find that number surprisingly high, but it becomes a bit more understandable when you consider that the primary factor driving the choice to lease is the rising cost of new vehicles. 

 

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  • Author- Sandra Cleveland
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Maximize your Flexible Spending Account

Submitted by BCR Wealth Strategies on April 24th, 2017

A Health Flexible Spending Account (Health FSA) is a powerful benefit that some employers provide to their employees.  This benefit allows you the ability to reduce your taxes on qualified medical spending.  A lot of times, people fund these accounts but end up having fewer health issues and costs in a given year than originally anticipated (thankfully!).

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Losing Job Shortly Before Retirement

Submitted by BCR Wealth Strategies on April 17th, 2017

Over the past decade, I've seen a number of people lose their job not long before they had planned to retire.  For those who “expected the unexpected” and allowed for such possibilities in their financial and retirement planning, a late-career job loss may require some changes, but it doesn’t spark a crisis.  For those who are not prepared, however, plans to reti

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  • Author- Sandra Cleveland
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Welcome to the team, Clay!

Submitted by BCR Wealth Strategies on April 10th, 2017

We are thrilled to announce the newest member of the BCR Wealth team, Clay Wood.   Clay will be working as an Associate Advisor.

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  • Author- Kristie Clayton
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3 Critical Pieces of a Financial Plan

Submitted by BCR Wealth Strategies on April 3rd, 2017

BCR® believes strongly that the key to reaching your financial goals lies in putting together a financial plan before building a good investment portfolio.  A good investment portfolio is the backbone that supports a financial plan but too many people in our industry and the public focus on the investments first.

 

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  • Author- Marshall Rathmell
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