2022 Tax Rates, Schedules, and Contribution Limits
With another tax season coming to a close (on April 18th unless you filed for an extension), it may be a good time to look…
Is a Roth Conversion Right for You?
There are different stages you go through in life: the young working individual just starting their careers, the vetted professional with a family, and the…
Why I Don’t Manage My Own Portfolio
Upon graduating from the University of Florida in 2012 (how has it already been so long?!), I accepted a position as an Assistant Investment Manager…
A Glimpse into a Fiduciary Financial Advisor’s Mind
B&C’s Chief Investment Officer Sean Guldi discusses what it’s like to be a fiduciary financial advisors on the Just Peachie Show. Related Tag: Retirement Planning…
Should You Buy “Guaranteed Income”?
During times of economic uncertainty, it is common for people to seek out financial advice as they seek to answer the question: Am I going…
Saving for Children’s Futures: Pros & Cons of Common Account Types
Welcoming a new child or grandchild into your family is typically an exciting and memorable experience. In addition to witnessing a new life being brought…
Investing in Stocks is Risky, How Do You Manage the Risk?
As much as we’d all love to live in a world where bad things never happen, the unfortunate reality is nearly everything in life involves…
Strategies for Distributing an Inherited IRA Under the SECURE Act
Since the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019, a whole slew of changes surrounding…
Should You Still Consider Buying Bonds in Your Portfolio?
When the COVID pandemic began just over one year ago, the Federal Reserve lowered rates from 1.75% to near 0%, causing yields on fixed income…
5 Questions Everyone Can (and Should) Ask Themselves Before Retirement
What do you think of when you hear the word “retirement”? Do you think of traveling to far-off, exotic places? Working on your golf game…
B&C Financial Advisors Annuity Series – Part 3: Sample Annuity Contract
In the second part of our series on annuities, we took a look at some pros and cons of annuities. To end the series, in…
B&C Welcomes a New Partner – Adam Oerther
B&C Financial Advisors is happy to announce the addition of a new shareholder, Adam Oerther, Vice President & Wealth Advisor, effective 2021. Adam has been…
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