Skip to main content

  • Home
  • Home
  • Clients
  • Philosophies
  • Our Team
  • Contact Us 
    • Ask Us A Question
  • Affiliations
  • Blog
  • Financial Check-Up℠
  • Resources
    • Calculators
    • TD Ameritrade Account Login

    You are here

  1. Home
  2. Blog

Blog

Breaking News - SECURE Act Approved

Submitted by BCR Wealth Strategies on January 13th, 2020

The House and the Senate have passed, and the President is expected to sign the SECURE Act. This piece of legislation creates some substantial shifts in laws governing certain retirement accounts. The House and Senate had different versions of this Act and we await their final decisions.

Tags:
  • Author - Mark Hume
  • Author- Harold Sasnowitz
  • Read more

Financial Crash Diets

Submitted by BCR Wealth Strategies on January 7th, 2020

Happy New Year!

Tags:
  • Author- Clay Wood
  • Read more

The Best of 2019

Submitted by BCR Wealth Strategies on December 30th, 2019

Five years of blogging!!!! When we first started, we might wonder if we could ever run out of topics. Have no fear, not only did we have plenty to write about in 2019 but we still have a long list of great ones for 2020.

Tags:
  • Author- Marshall Rathmell
  • Read more

5 Financial Tasks to Tackle in Your 30s

Submitted by BCR Wealth Strategies on December 16th, 2019

Things change once you leave your 20s behind. In your 30s, marriage figures more prominently. There’s kids or future kids. And of course, you’re in your income-earning, wealth-building years so you start to plan for retirement.


These major themes in your 30s set up 5 financial tasks to tackle.

  • Read more

The Dangerously Dangling Carrot

Submitted by BCR Wealth Strategies on December 9th, 2019

One of the more dangerous, dangling carrots I have seen lately is the Qualified Opportunity Zone (QOZ).

The claim: “Take Highly Appreciated Stock, Sell It, Invest in a QOZ, and Your Taxes Disappear”

Sounds compelling, doesn’t it? Too good to be true? At least worth a closer look.

Tags:
  • Author - Mark Hume
  • Read more

Are Roth Accounts Better for Your Estate?

Submitted by BCR Wealth Strategies on December 2nd, 2019

Estate planning gets complex sometimes. Clients often ask about the benefits of converting a traditional IRA into a Roth IRA. And there are benefits. So, maybe we should consider them.

Leaving Roth money in an estate has 4 basic benefits.

Tags:
  • Author- Clay Wood
  • Read more

Retirement Quiz

Submitted by BCR Wealth Strategies on November 19th, 2019

Many people spend more time planning their vacation than they do planning for retirement. That’s hardly a surprise. After all, vacations are provide more immediate fun! They’re also easier to plan because you know what questions you should ask – (Where will we stay? How will we get there?

Tags:
  • Author- Sandra Cleveland
  • Read more

"You Don't Have to be Rich" to Need a Will

Submitted by BCR Wealth Strategies on November 11th, 2019

• Prince
• James Gandolfini (Tony Soprano)
• Jimi Hendrix
• Aretha Franklin
What do these four people have in common? Legendary entertainers, fame, fortune, and……..the absence of a properly executed will when they passed.

Tags:
  • Author - Mark Hume
  • Read more

Income too High for Roth Contributions? Not so Fast my Friend!

Submitted by BCR Wealth Strategies on November 4th, 2019

Roth accounts are a great addition to your retirement savings. You put in after-tax dollars and it grows tax-free, which is such a beneficial to supplement your retirement income. By using Roth money, many times in retirement you can help keep yourself in a lower tax bracket, minimizing taxes.

Tags:
  • Author- Clay Wood
  • Read more

Seven Things Women Can Do to Enhance Their Financial Lives

Submitted by BCR Wealth Strategies on October 28th, 2019

Women are taking on more responsibility for their financial lives compared to previous generations. There are several reasons why this is important. In the past, women have typically worked less than men as they were the primary caregiver, which means they had fewer opportunities to contribute money in retirement plans, savings, and investments.

Tags:
  • Author- Marshall Rathmell
  • Read more
  • « first
  • ‹ previous
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • …
  • next ›
  • last »

Subscribe to Our Blog

Enter your email address:

Recent Blog Posts

  • What is Risk?
  • What’s the Difference between a Credit Card and a Debit Card?
  • Our Top Blogs from 2020!

Categories

  • Author - Clay Wood (1)
  • Author - Harold Sasnowitz (1)
  • Author - Intern (13)
  • Author - Lindsay Birchfield (2)
  • Author - Mark Hume (23)
  • Author - Marshall Rathmell (4)
  • Author - Sandra Cleveland (2)
  • Author- Clay Wood (31)
  • Author- Harold Sasnowitz (29)
  • Author- Kristie Clayton (7)
  • Author- Marshall Rathmell (92)
  • Author- Sandra Cleveland (49)

Archived Blog

  • August 2013 (1)
  • July 2013 (1)
  • June 2013 (1)
  • March 2013 (1)
  • January 2013 (1)
  • September 2011 (1)
  • August 2011 (1)
  • ‹‹
  • 7 of 7
  •  

Contact Us

Ask Us A Question

 

Alabama

Phone: 205-298-1234
Fax: 205-298-1230

1952 Urban Center Parkway
Vestavia, AL 35242

Get Directions

New Jersey

Phone: 607-238-7718
Fax: 607-238-2859

22 Lenox Ave
Clifton NJ 07012

Get Directions

Affiliations

BCR Wealth is an independent firm that puts its clients’ interests first.  In order to maximize the value we provide clients we have affiliations and strategic alliances with other organizations including:


TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, BCR Wealth Strategies, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Form CRS

© 2021 BCR Wealth Strategies LLC. All rights reserved.

Website Design For Financial Services Professionals