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What came first: success or happiness? (With a free book offer)

Submitted by BCR Wealth Strategies on April 30th, 2018

It’s not uncommon for people to comment on my success and ask me to share some of the keys that have helped me achieve what I have accomplished.  This is always an incredibly hard question to answer because I know that part of what people are looking for are things they can do themselves.  I could give a myriad of answers about education, the family values that were instilled in

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  • Author- Marshall Rathmell
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The Spy in Your Pocket

Submitted by BCR Wealth Strategies on April 23rd, 2018

How long has it been since you accessed your smartphone? An hour? 15 minutes? Maybe you’re using it right now to read this blog post. With the advanced capabilities of our smartphones today, it’s no wonder we spend several hours a day using our mobile devices. We use it to count our steps, help us navigate, edit photos, deposit checks, among many other tasks.

 

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  • Author- Leighton Lindstrom
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Compound Interest -or- Painless (Almost) Ways to Save More

Submitted by BCR Wealth Strategies on April 16th, 2018

People often ask financial advisors if we have any ideas on how they can save more for things like retirement or college or dream trips around the world.  The answer is always yes, but some of our suggestions are not always welcomed with open arms. 

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  • Author- Clay Wood
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Tax Consequences of Selling a House

Submitted by BCR Wealth Strategies on April 9th, 2018

Most people are familiar with the concept of having to pay capital gains tax on the profits from the sale of a house if the sale meets certain conditions.  If you aren’t familiar with them, the standard rules are that single people can exclude $250,000 of profit from the sale of house from taxes; married or unmarried people who jointly own can exclude $500,000.   

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Right Questions, Right Time

Submitted by BCR Wealth Strategies on April 3rd, 2018

One of the hardest things for financial planners to help people accomplish is correcting financial decisions that weren't sufficiently thought through at the outset.  In failing to ask the right questions before making a decision, people frequently cheat themselves out of the ability to have more money and a more comfortable lifestyle in the future.  And they sometimes place thems

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  • Author- Sandra Cleveland
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Forewarned is Forearmed: Tax Scams to Watch Out For 2017

Submitted by BCR Wealth Strategies on March 26th, 2018

The IRS has released its annual “Dirty Dozen” list of tax scams, and it should come as no surprise that the list indicates fraud of all kinds is on the rise. 

 

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Social Security Scam

Submitted by BCR Wealth Strategies on March 20th, 2018

We recently found an important potential risk to your financial health and here is the information you need to protect yourself.

According to a recent issue of Investment News, another Social Security scam has been discovered.  It only affects SOME of those who have established online accounts with the Social Security Administration.

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  • Author- Harold Sasnowitz
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Better Investment Experience

Submitted by BCR Wealth Strategies on March 12th, 2018

Many investors regularly experience anxiety related to investing.   They wonder:

 

Am I doing this right? 
Am I doing it at the right time? 
Am I going to reach my goals? 
Am I going to miss out on something big?

 

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The Cost of Pets

Submitted by BCR Wealth Strategies on March 5th, 2018

I, like many of you, am an animal lover.  I recently got a puppy with my fiancée.  Stevie Nicks, the puppy, is a Golden Doodle and quite possibly the cutest thing that I have ever laid eyes on, excluding my fiancée.  I thought this would be a good opportunity to share some advice and warnings when it comes to adding a furry companion to your family.

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  • Author- Clay Wood
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The Right Way to Add Adult Children to Your Bank Account

Submitted by BCR Wealth Strategies on February 26th, 2018

 

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.

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  • Author- Sandra Cleveland
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