Options for Paying Your Long-Term Care Costs in Retirement
As you approach retirement planning, you may be wondering how you will pay for long-term care costs if you or a loved one needs it….
Navigating an Inheritance
In life, there are two guarantees: death and taxes. Unfortunately, people often do not think about what happens to their estate after they are gone,…
The Role of Individual Bonds in a High-Interest Rate Environment
In a high-interest rate environment, investors often seek higher returns on their investments to combat the effects of inflation and generate substantial income. While Certificates…
IRS Raises Tax Brackets & Standard Deduction Due to Inflation
In a surprising twist amid persistent inflation, there’s a silver lining: a larger portion of your income will face lower tax rates in the upcoming…
Understanding the Fees and Costs Associated with Working with a Financial Advisor
When it comes to managing your finances and planning for the future, working with a knowledgeable financial advisor can be invaluable. Financial advisors provide personalized…
Benefits of Consolidating Your Investment Accounts
Picture this: instead of juggling multiple investment accounts, each with its own set of statements, fees, and strategies, imagine the simplicity and clarity of having…
If I Can Earn 5% in a Savings Account, Why Should I Invest?
We’ve been hearing variations of this question from several clients recently. As interest rates continue to rise for money markets, CDs, high-yield cash savings accounts,…
5 Reasons Why You Need a Financial Advisor in Your Life
Managing your finances can be a daunting task, especially if you have little to no knowledge of financial planning. This is where a financial advisor…
Owning Individual Bonds Versus Bond Mutual Funds
If you’re looking to invest in the bond market, there are two primary options available to you: individual bonds and bond mutual funds. While both…
Choosing Roth Vs. Traditional Contributions in your Company’s 401(k) Plan
When it comes to saving for retirement, there are several options for retirement accounts you can contribute to. One decision you are likely to make…
Managing Concentrated Stock Positions
As an investor, you have likely heard of the phrase “Don’t put all your eggs in one basket.” This adage is particularly applicable when it…
How B&C Handles Cash in Client Accounts
Most folks have seen the news about the FDIC’s takeover of Silicon Valley Bank. We felt it prudent, in light of this situation, to discuss…
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