IRS Issues Further Guidance on 2020 Required Minimum Distributions (RMDs)
As we discussed a few months ago, the federal government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020, in…
As we discussed a few months ago, the federal government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020, in…
Interest rates have dropped significantly since the beginning of year. As a result, homeowners have increasingly become interested in refinancing their mortgage. If you are…
If you had asked me a couple months ago what my plans were for the month of April, my response probably would have included things…
In an effort to mitigate the effects the ongoing COVID-19 pandemic is having on Americans in every sector of the economy, the federal government signed…
With the coronavirus now spreading across over 100 countries, it is clear the effects from the virus are widespread and significant. In attempts to mitigate…
The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law by the president on December 20, 2019. This act incorporates some…
As I discussed in a previous post, the average college student graduates with somewhere between $30,000 to $40,000 in student loans, with no indication of…
As the holidays and colder weather rapidly approach, B&C Financial Advisors has decided to collect coats and other winter items again for Mission House, Inc.,…
Over the summer, B&C sponsored two junior golf tournaments put on by the North Florida Junior Golf (NFJG) Foundation. The first was the Jax Beach…
by Sean Guldi, CFP® Planning for one’s inevitable death is something few (if any) people look forward to. In some cases, people scramble to get…
On Wednesday, May 16th, Investment Manager Adam Oerther answered phone calls for News4JAX’s Wise Money Week, which is a week filled “with activities and events…
We are happy to announce that there is a new addition to the B&C family! CEO & President Allan Cohen, CFP®, and his family are…
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