A common goal many of our clients have is travel. Sometimes it is the regularity of travel, sometimes it is a dream destination, and sometimes it is to take
2018 was the fourth year of our blog and what a year it was. The number of readers has grown, and we have continued to get positive feedback on the funny
One of the first questions we ask a new client is, "How much do you spend on a monthly and annual basis?" Half the people we ask have no idea, and the other
What type of person are you?
- The worrier- If you’re the kind of person who likes to worry, then October has given you plenty of stimulus. After
Protecting you and your family from exposure to financial risks looming in your life is easily one of the more uninteresting portions of financial planning for
Investing in a tax-deferred retirement account is a great way to save for retirement because deferring taxes can provide a big boost to the amount you’re able
Most of us have heard the phrase "pay yourself first." This is a financial planner’s way of saying that when your check comes in, you should take a certain
We talk a lot about setting goals because as the famous Ben Franklin quote goes, "If you fail to plan, you plan to fail." And we at BCR are passionate about
Most experts suggest carrying enough disability insurance to replace 60-65% of your gross earnings with non-taxable benefits. The reasoning behind this
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
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
Our investment philosophy, Evidence Based Investing, teaches us to invest using the academics not the emotions in the market because unfortunately emotions in