Marshall Rathmell

Best of 2018

31 Dec 2018 Financial Planning

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 pictures and valuable content. We’ve had more topics to cover based on tax law changes and the concerns of our clients. If you missed any of the posts below or need a refresher on the topic, these are THE BEST OF 2018!

What Came First: Success or Happiness? (With a free book offer)

Talking to Your Spouse About Retirement

Cars: Should I Repair or Replace?

The Financial Future of Generation Y

Forward Progress: For Football and Financial Planning

New Way to Pay Yourself First

Aging in Place

The Cost of Pets

Reflecting on My Internship Experience

Scoring Your Way to Success

-Marshall Rathmell

Marshall Rathmell

Marshall Rathmell CFP®, CPA/PFS is the CEO, Shareholder and Financial Planner with BCR Wealth Strategies.

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About

BCR Wealth Strategies, situated near Birmingham, AL, is a dedicated fee-only wealth management firm.

Our expertise assists business leaders, healthcare professionals, affluent individuals and families, and those in financial transition such as divorce, loss of a spouse, beneficiary, marriage, finishing residency, etc. in cultivating, safeguarding, and enhancing their wealth.

As committed fiduciaries, your best interests are our top priority.

Our team, composed of certified CFP® professionals, excels in delivering personalized financial planning and investment management services tailored to your unique requirements, reflecting your values and aspirations.

From retirement planning to asset management and protecting your family's financial future, BCR Wealth Strategies provides clear guidance and comprehensive support to help you verbalize and realize your financial objectives.