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…
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…
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,…
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…
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…
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…
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….
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…
Clients often ask us whether or not they should own life insurance, and the answer is never simple.
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