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

Coming Out of Retirement

Submitted by BCR Wealth Strategies on October 21st, 2019

You probably are already aware that we are currently enjoying historic lows in unemployment.  According to the Bureau of Labor Statistics, the overall jobless rate as of September 2019 was 3.5%.  But what you may not know is that the jobless rate for workers over age 55 is even lower (2.4%) than the overall jobless rate!

Tags:
  • Author- Sandra Cleveland
  • Read more

Automate Your (Grand)children's Financial Education

Submitted by BCR Wealth Strategies on October 14th, 2019

As a financial advisor, I have long been frustrated by the lack of financial planning that our education system provides.  Most Americans are provided skilled teachers with tools and curriculum designed to equip them with the areas of knowledge needed to work for employers.  When it comes to taking care of themselves both financially and in other areas of their lives, they are left to

  • Read more

The Financial Checklist for Newlyweds

Submitted by BCR Wealth Strategies on October 7th, 2019

You’ve just spent the best day of your life celebrating your new marriage with all your family and friends. You can’t wait to start the rest of your life with your new spouse. Now that the cake is gone and the confetti has settled, it’s time to take a look at your new life together and get on the same page when it comes to your finances.

  • Read more

The (Black) Magic of Indexed Annuities

Submitted by BCR Wealth Strategies on October 1st, 2019

Volatility in the equities market and a recent yield curve inversion has many households fearful about a recession.  A recession means that the value of their stock holdings should fall on paper, and this incites fear.  Fear is a bad mindset when it comes to investing in stocks. 

Tags:
  • Author - Mark Hume
  • Read more

Answers Your Financial Advisor Should Be Able To Answer

Submitted by BCR Wealth Strategies on September 24th, 2019

A significant number of people who show up at our door need our help because they are uncomfortable with how their investments are currently being managed.  We see that as just one piece of complete financial success.  Without covering more than investments most people can fail even with the best portfolio in the world. 

Tags:
  • Author- Marshall Rathmell
  • Read more

8 Things Every Generation Y & Z Need to do for Financial Success

Submitted by BCR Wealth Strategies on September 17th, 2019

Young people who are just starting out in their professional careers often feel like they've been thrown to the wind when it comes to financial matters.  It’s odd – but understandable – that they’ve just spent a minimum of four years intensely focused on getting the education necessary to secure a good financial future, yet they frequently enter the “real

Tags:
  • Author- Clay Wood
  • Read more

Is Medicare Plan F or G right for me?

Submitted by BCR Wealth Strategies on September 9th, 2019

Basic Medicare, while a good benefit available to many Americans over age 65, is not a complete medical insurance solution.  There are “gaps” in the coverage.  To fill these, there are some standardized (by Medicare) policies available from insurers.  These ten standardized policies are Plans (called Plans A, B, C, D, F, G, K, L, M, and N), each having a different lev

Tags:
  • Author- Harold Sasnowitz
  • Read more

How BCR Shared Their Value of Growth Through Knowledge and Service

Submitted by BCR Wealth Strategies on August 26th, 2019

As an Accounting student at the University of Alabama, I was excited to accept a summer internship with BCR and learn more about the finance industry. Going into the summer, I was eager to see how I could apply my accounting skills to my time at BCR. I was also excited to come home to Birmingham for the summer and learn more about financial planning.

Tags:
  • Author - Intern
  • Read more

My Internship Experience

Submitted by BCR Wealth Strategies on August 20th, 2019

Walking into my first internship I really had no idea what to expect. You hear all of the horror stories like; “all I ever did was fetch coffee”, “all I do is make copies”, “I have learned nothing and just been given busy work all summer”, which made me nervous more so than I already was.

Tags:
  • Author - Intern
  • Read more

How to Stop Overspending

Submitted by BCR Wealth Strategies on August 12th, 2019

Everyone who keeps a budget overspends once in a while.  Even the most disciplined spender occasionally makes a purchase that wasn’t in the budget at the beginning of the month.  Doing this once in a blue moon won’t completely wreck your financial future; however, if you habitually overspend, it can prevent you from reaching your financial goals or aspirations.

Tags:
  • Author- Marshall Rathmell
  • Read more
  • « first
  • ‹ previous
  • …
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • …
  • 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

  • January 2021 (3)
  • December 2020 (4)
  • November 2020 (5)
  • October 2020 (4)
  • September 2020 (4)
  • August 2020 (5)
  • July 2020 (4)
  • June 2020 (5)
  • May 2020 (5)
  • April 2020 (8)
  • March 2020 (6)
  • February 2020 (5)
  •  
  • 1 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