Category: A Word from the Investment Department

It is no secret that college students today are graduating with unprecedented levels of student loan debt. According to Forbes, the total student loan debt currently sits at just over $1.3 trillion, with the average student from the Class of 2016 holding $37,172 of that debt. With no clear signs of tuition rates stabilizing in […]

Safeguarding Clients

July 18th, 2017 by B&C Financial Advisors

At B&C Financial Advisors, protecting our clients from fraudulent activity is one of our top priorities. In today’s world, scammers and cyber thieves seem to lurk around every corner, so we take our clients’ security very seriously. We highly encourage clients to call us or visit our office (if possible) when placing a distribution request […]

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 […]

Many companies as part of their retirement plan options allow for employees to buy company stock, whether through their 401(k) plan, and Employee Stock Options Plan (ESOP), stock options, Employee Stock Purchase Plan (ESPP), or through restricted stock units (RSUs). While this can be an attractive way to “invest in what you know” there are […]

B&C Financial Advisors is committed to assisting our clients in all aspects of their financial lives. One important aspect of this planning is estate planning. We find many people are not proactive about this aspect of financial planning due to the desire for avoidance of our own mortality. It is imperative to have a proper […]