Tag: tax planning

An older man smiling beside a young boy in a garden, symbolizing multi-generational wealth preservation and family-focused tax planning strategies from BCR Wealth Strategies in Birmingham, AL.

Tax Planning Strategies to Grow and Protect Family Wealth

If you have more than $1 million in investable assets, you already understand that wealth brings both opportunity and complexity. Alongside growth comes a greater...
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Retired couple reviewing retirement planning and year-end tax strategies on a laptop at home in Birmingham, AL, focusing on maximizing retirement contributions, Roth conversions, and charitable giving opportunities before December 31.

Retirement Planning in Birmingham: Year-End Tax Strategies

As 2025 winds down, one of the most overlooked ways to strengthen your financial position isn’t chasing higher returns; it’s focusing on year-end tax planning....
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Stacked wooden blocks with health-related symbols including hearts, a medical cross, and a clipboard, representing various aspects of Medicare and Medicaid financial planning.

Medicare & Medicaid Financial Planning: Why it Matters to You

When you picture retirement, it’s often filled with thoughts of travel, new activities, time with friends and family, and enjoying life. What may not come...
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Estate and tax planning strategies are important to protect your hard-earned wealth for your heirs.

Optimize Your Legacy: Birmingham Estate Planning and Tax Strategies

Imagine you’re building a puzzle. Each piece represents a part of your life—your assets, family, present, and future. Estate planning and tax strategies are like...
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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.

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