Get Ready for Open Enrollment
by Sean Guldi, CFP® It’s that time of year again – Open Enrollment Season. Many of you work for larger companies who provide cafeteria-style plans…
Take B&C Out to the Ballgame!
This August, Jacksonville’s hottest sports team played host to B&C Financial Advisors! Our staff and guests enjoyed watching the Jacksonville Jumbo Shrimp play the Birmingham…
Client for a Cause: Julie Firestone | The Advocates for Human Rights
The Universal Declaration of Human Rights puts forth that all people are entitled to a life with dignity, justice, freedom, equality and peace. These unalienable…
A Personal Solution to a National Problem
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…
Client for a Cause: John & Anne McKenzie | North Florida School of Special Education
For Dr. John and Mrs. Anne McKenzie, helping others is part of their daily lives. John, a retired interventional neuroradiologist, and Anne, a retired special…
PGA Presentation
This past May, B&C Financial Advisors had the opportunity to speak with PGA professionals from the Northern Chapter of the North Florida Section. B&C CEO…
Safeguarding Clients
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…
Dinner at the Jacksonville Zoo and Gardens
This past March, B&C stepped out for a wild night at the Jacksonville Zoo and Gardens! 70 of our clients and friends joined us to…
A Night with B&C at the Theater
This past May, B&C staff gathered with 80 of our clients and friends for a night at Alhambra Theatre to see the Tony and Grammy…
Retirement Planning: Is There a Magic Number or Formula?
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…
Client for a Cause: Jess Sternthal | Eckerd Community Alternatives
According to the Adoption Exchange Association, there are about 14,000 children in foster care in the state of Florida¹. Working with children and families in…
Client for a Cause: Dr. Peter Scholz | University of North Florida Archaeology Lab
For B&C client Dr. Peter Scholz, retirement has afforded him a chance to explore one of his lifelong passions – archaeology. Born to Swiss parents…
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