Tag: wealth management
Top 5 Charitable Giving Strategies for a Lasting Family Legacy
At BCR Wealth Strategies, we understand that wealth is not just about accumulating assets but what you do with them. If you’re among those with...
Estate & Insurance Tips from a Financial Advisor in Birmingham, AL
As the New Year begins, it’s the perfect time to evaluate your estate and insurance plans. Protecting your loved ones and the assets you’ve worked...
New Year Tax Tips from a Birmingham, AL Financial Advisor
One of the most popular New Year resolutions is to gain better control over your finances. It’s a great goal; however, knowing where to start...
What Issues Should I Consider If My Spouse Passed Away?
https://youtu.be/1gwPdWCm228 The team here at BCR® Wealth, Birmingham, AL based, financial advisors, has regularly been called on to assist with financial planning when a spouse...
How to Integrate Medicare and Medicaid in Your Financial Plan
Planning for healthcare costs is one of the most important yet overlooked aspects of a long-term financial strategy, especially regarding Medicare and Medicaid. For many,...
Probate Pitfalls to Avoid: Protecting Your Estate & Heirs
Probate may not be a four-letter word, but it sure gets treated like one. For many, it’s the legal equivalent of “Oops!” — a process...
Legal & Financial Planning When Facing Alzheimer’s Disease and Dementia
Everyone would agree that the diagnosis of Alzheimer’s disease can be devastating for the person receiving the news, as well as the family members and...
A Surprising Leading Indicator of Dementia
It is no secret that being the spouse or loved one of someone with dementia is heartbreaking and difficult. The emotional struggles that you will...
How to Use Tax-Efficient Charitable Giving to Preserve Your Wealth
Did you know charitable giving is an excellent way to support causes you care about while receiving substantial tax benefits? It’s true! How you give...
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...
