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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. 

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?”

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

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. 

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

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. 

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!).

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

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

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.