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  2. Author- Sandra Cleveland

Author- Sandra Cleveland

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?

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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!

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Relocating in Retirement

Submitted by BCR Wealth Strategies on July 9th, 2019

One of the many doors that opens when you retire is the option to move.  Where you live is no longer dependent upon where you work.  If you want to stay in your current home, you can get the benefits of familiar surroundings and enjoy having the time to become more deeply engaged in your community. 

 

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Having "The Talk" With Your Parents... About Money

Submitted by BCR Wealth Strategies on June 10th, 2019

Have you had “the talk” with your parents yet?  I’m talking about the conversation that will help you help them manage their financial future most securely. 

 

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What I Expect From Myself

Submitted by BCR Wealth Strategies on April 29th, 2019

What I expect from myself:

 

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The Drama of the Inverted Yield Curve

Submitted by BCR Wealth Strategies on March 25th, 2019

This past weekend’s news channels were consumed with President Trump, Robert Mueller, and the report summary of the Russia collusion investigation.  If you were paying attention to the economic news before this took over the media, you likely heard the alarmist headlines on Friday about the inverted yield curve, which (you probably also read) inevitably signals an upcoming economic r

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  • Author- Harold Sasnowitz
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529 Withdrawal FAQs

Submitted by BCR Wealth Strategies on March 11th, 2019

You've done a great job of saving for your child's college education with a 529 plan.  You’ve made contributions and kept an eye on the account’s growth over the years, and now you’re ready to start withdrawing funds.  You have questions!  Here are the answer to the questions most frequently asked by parents as they prepare to withdraw funds from the pla

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The Moment of Truth For Your Taxes

Submitted by BCR Wealth Strategies on February 25th, 2019

We are getting to the moment of truth on the 2017 Tax Cuts and Jobs Act, which took effect for the tax year 2018.  As the first tax returns reflecting the new tax rules are being filed now, we will all soon find out how it impacts us.

 

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Retirement Reinvention

Submitted by BCR Wealth Strategies on January 21st, 2019

Retirement is changing!  As a matter of fact, many people currently facing retirement don’t think of this phase as retiring, but more of a midlife reinvention.  Baby boomers are currently in this hot seat.    

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Parenting Is A Lifetime Commitment

Submitted by BCR Wealth Strategies on November 26th, 2018

According to a new report, The Financial Journey of Modern Parenting: Joy, Complexity and Sacrifice, many parents see their children’s adult years as the most expensive stage of parenting.  This may sound shocking when you think about the childhood years of babysitters, braces, dance lessons and sports that contribute to the average cost of raising a child to age 18 at more than $230

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