Marshall Rathmell

The Best of 2019

The Best of 2019

30 Dec 2019 Financial Planning

Five years of blogging!!!! When we first started, we might wonder if we could ever run out of topics. Have no fear, not only did we have plenty to write about in 2019 but we still have a long list of great ones for 2020. Looking back between the increase of intern contributions, breaking market news, planning topics, investment philosophy and general self-help topics, you will find our Best of 2019 below:

Retirement Quiz

Beware Roadside Assistance on Your Car Insurance

Do You Really Understand?

Seven Things Women Can Do to Enhance Their Financial Lives

Income too High for Roth Contributions? Not so Fast my Friend!

Protecting the Identity of Your Loved Ones

My Internship Experience

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.