Blog

When a spouse passes away, the remaining spouse often feels a natural insecurity about being the sole signer on the bank accounts. They want someone to be able to pay their bills and handle their banking in the event of a hospital stay or illness that renders them incapable of handling their affairs themselves for a time.

I’m sure you’ve heard the expression, “You only get one chance to make a first impression.” Not only is this true, it’s also very important. It’s critical to ensure your first impression is a good one.

One of the most common questions I hear from people of all ages is, "Should I be paying off debt early?"  Student debt is brought up frequently, as is the idea of paying off your house early and owning it outright.

Our investment philosophy, Evidence Based Investing, teaches us to invest using the academics not the emotions in the market because unfortunately emotions in investing usually cause you to make a big mistake.  

This blog provides advice from a client, recently retired from the healthcare industry, who has firsthand experience in being a patient advocate and caregiver for his wife.

Dan and Carol, not their real names, recently retired to a quaint southern town that is a haven for youthful and active retirees by providing a wide range of athletic and cultural opportunities. 

A client called us recently saying he received a letter in the mail from a credit card company asking him to confirm information for a new account.  He had no idea what they were talking about since he had never done any business with this company, so he called us to ask what to do.

As if there wasn’t enough to worry about with regard to credit and debit card fraud, another threat has turned up: its called the credit card skimmer.  These devices are used properly as part of card readers.  What’s new is that they have been made smaller and are easily placed on a legitimate credit or debit card reader.

While you can debate the long-term effects on society of a major reduction of government income, it is hard to argue that individuals will enjoy paying less in taxes in the short-term.  Many who analyze the bill nicknamed The Tax Cuts And Jobs Act, believe that around ¾ of Americans will pay less in Federal income taxes in 2018 than they did in 2017. 

Hello! I’m Leighton Lindstrom, and I’m the newest Associate Advisor to the BCR® Wealth team. I say that with great excitement, and I want to tell you a little bit about how I ended up here.

As 2017 comes to a close, we look back at our third year of the BCR® blog.  We strive to write in a way that provides actionable items for DIY and help outsourcers recognize when we can assist them.  Of course, the fun we have creating the pictures isn’t too bad either.  We appreciate those of you that follow us and welcome you to suggest additional topics that you woul