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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