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  2. Author- Clay Wood

Author- Clay Wood

One Simple Trick to Tax-Free Disability Income

Submitted by BCR Wealth Strategies on December 28th, 2020

Employer-provided benefits are a great way for employees to maximize their compensation.  Some basic benefits that employers provide are paid time off, 401(k) match, and health insurance.  Some benefits are paid by the employer or are eligible to employees at lower prices than if they went out into the public market to purchase.

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The Power in Delaying Social Security

Submitted by BCR Wealth Strategies on October 5th, 2020

Social Security was designed to be an insurance plan. Depending on how much you pay in you get a guaranteed payment later in life to cover your basic needs if you run out of assets when you can no longer work. Of course, as a society we no longer use it that way. People now use it as the base they start with to retire and determine what they have in addition.

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It's Not About the Coffee

Submitted by BCR Wealth Strategies on August 3rd, 2020

You’ve read the articles. I am guilty of writing a similar one. Countless other financial professionals have used the same example. Stop buying expensive coffee, save the amount you would have spent. Then, your savings compounds its investment returns.


I think people spend too much time thinking about that. It’s not the coffee holding your savings back.

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Successful People Traits

Submitted by BCR Wealth Strategies on July 6th, 2020

The topic of achieving success comes up a lot in discussion with our clients but even more so with the millennials. As we talk about their desires for the future, they share career aspirations and discuss what kind of jobs they would like to have and whether they are on a path that will get them there.

 

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Hindsight Investing

Submitted by BCR Wealth Strategies on June 15th, 2020

In a perfect investing world, you would be able to see market bottoms coming and be prepared to buy at that exact moment for ultimate investment gain, right?

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Keep Your Investment Plan Safe

Submitted by BCR Wealth Strategies on May 18th, 2020

Strange times, uncertain times, however you like to say it, it is. The U.S market took a tumble in March and with Stay-at-Home orders placed across not just the nation, but the globe, many were expecting that downward trend to continue.

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Happy and Healthy at Home

Submitted by BCR Wealth Strategies on April 13th, 2020

At this point in the nationwide COVID-19 quarantine, you may be having a hard time staying sane. I am hoping you have found something that is helping to keep you motivated, happy, and healthy. If you are struggling here are some ways to improve your life while trapped.

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Market Response to Crisis

Submitted by BCR Wealth Strategies on March 23rd, 2020

I am sure you have noticed; the market is down. People are nervous or fearful and those feelings are not unwarranted. Even though we have lived through the Avian Flu - H5N1 and the Swine Flu – H1N1 outbreaks, this feels a little different. I obviously can’t tell you when we will get a vaccine or when the market will make a comeback.

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How to Financially Prepare to Buy a House

Submitted by BCR Wealth Strategies on March 2nd, 2020

Buying a house is a big decision. It’s a big lifestyle decision and a big financial decision. Just like anything that impacts your life in a major way, it’s best to step back and do some planning first. Here are some tips on how to get ready financially.


Determine how much house you can afford.

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Financial Crash Diets

Submitted by BCR Wealth Strategies on January 7th, 2020

Happy New Year!

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