This past May, B&C staff gathered with 80 of our clients and friends for a night at Alhambra Theatre to see the Tony and Grammy award-winning musical “DreamGirls.” Our night began with an intimate pre-show reception in the Alhambra’s Library Lounge, complete with drinks and passed hors d’oeuvres. Afterwards, the group enjoyed a delicious meal […]

by Sean Guldi, CFP® According to the Pew Research Center, over the next 15 years roughly 10,000 Baby Boomers turn age 65 every day. This may not mean retirement for all of them, but the largest demographic cohort in our country will be a driving force that increases the need for Retirement Planning. Many of […]

According to the Adoption Exchange Association, there are about 14,000 children in foster care in the state of Florida¹. Working with children and families in the foster care system is not always easy, but many working in the field believe it’s one of the most important causes in the United States today. B&C client Jess […]

For B&C client Dr. Peter Scholz, retirement has afforded him a chance to explore one of his lifelong passions – archaeology. Born to Swiss parents in New Jersey, Peter returned to Switzerland at 8 years old where he lived until he returned to the U.S. to complete his medical training. After 30 years of active […]

A morning spent eating a delicious brunch with six NBA legends – what could be better? B&C CEO Allan Cohen was able to enjoy this one-of-a-kind experience thanks to his alma mater, Jacksonville University. On Saturday, February 4th, Allan and a table full of friends and colleagues spent the morning on the JU campus listening […]