Understanding the OBBB’s Impact on Charitable Giving
On July 4, 2025, the One Big Beautiful Bill (OBBB) was signed into law, ushering in sweeping changes to the U.S. tax code. While the…
- Estate & Gift Planning | financial planning | Investment Planning | Retirement Planning | Tax Planning
Planning with Purpose: Where Philanthropy Meets Financial Planning
In today’s evolving financial landscape, the most visionary individuals aren’t just building wealth, they’re cultivating legacy. True prosperity goes beyond financial gains; it lies in…
Unlocking Generosity: The Power and Purpose of Donor Advised Funds
In the realm of philanthropy and tax planning, donor-advised funds (DAFs) have emerged as powerful tools for individuals and families seeking to create a meaningful…
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,…
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…
The Importance of Titling Your Investment Accounts
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…
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…
A Word from the Investment Department: The Importance of Estate Planning
B&C Financial Advisors is committed to assisting our clients in all aspects of their financial lives. One important aspect of this planning is estate planning….
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…
Should You Own Life Insurance?
Clients often ask us whether or not they should own life insurance, and the answer is never simple.
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