Who Needs to Take an RMD (Required Minimum Distribution)?
The first question someone might ask is, what is an RMD? An RMD is an annual distribution from an IRA (Individual Retirement Account) that is…
The first question someone might ask is, what is an RMD? An RMD is an annual distribution from an IRA (Individual Retirement Account) that is…
Slight turbulence to be expected If you watch the business news channels, you’ve seen a lot of ups and downs in the stock market to…
Co-Founder and Chief Executive Officer, Allan Cohen, was invited to be a featured speaker at the Workshop on Retirement and Succession Planning for Lawyers and…
From changes in contribution limitations to a new account option, here’s what retirement savers can expect for 2015
We are welcoming in a new year, and everyone is forecasting what lies ahead. As we all know, a forecast is just a prediction of…
In September we announced that our reporting will be changing effective with the First Quarter 2015 Reports. Along with these changes there will also be…
[tribulant_slideshow gallery_id=”1″] Bayside Medical Missions: Angels of Mercy
We’d like to say Thank You! to everyone who joined us in the celebration. Every year, we like to show our appreciation to clients, friends…
When you invest money wisely you are likely to create capital gains and income. Capital gains and income will increase your tax liability, but there…
B&C Financial participated in a table sponsorship at the 22nd Annual River Garden Gala held at the Sawgrass Marriott on Saturday, November 22. This year’s…
On November 13th Allan & Kathy Cohen, attended the inaugural Presidential Global Citizen Award Luncheon at Jacksonville University honoring Indra K. Nooyi, Chairman and Chief…
Clients often ask us whether or not they should own life insurance, and the answer is never simple.
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