Marshall Rathmell

Our Top Blogs from 2020!

Our Top Blogs from 2020!

5 Jan 2021 Financial Planning

2020 the year that will go down in infamy. Most years we write about general topics that bring awareness and give our readers the opportunity to improve their finances. This year the shifts and turns had us scramble more than a few times to write on a breaking topic. It is hard to call something from 2020 the Best of, so instead let us call this year the Most Impactful BCR® blogs of 2020.

How a Small Tweak in Your Portfolio Could Affect You

Keep Your Investment Plan Safe

The Magic of Tax-Loss Harvesting

Taking Care of Yourself During COVID 19 Safer at Home

COVID 19 and Claiming Social Security Retirement Benefits

How the Election of a President Affects Markets

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.