JOIN US AT THE 82ND ANNUAL MENINAK OCEAN SWIM
On Saturday, July 25, more than 40 Jacksonville Beach volunteer lifesavers will compete in the 82nd Annual Meninak Ocean Marathon Swim.. The American Red Cross first…
Report #2: Portfolio Class and Segment Detail
As discussed in previous articles and communications we are using a new reporting software company called Black Diamond. The Quarterly Report is separate and different…
Why Everyone Needs a Financial Plan
Many people think having a financial plan is only for the wealthy; however, wealth is not defined by dollars alone.
Clients for a Cause | Judy Jameson
Osher Lifelong Learning Institute (OLLI) Member-Owned and Member-Operated Lifelong Learning for those over 50 Post written by Judy Jameson
Team B&C wins BFAS June 13 Triathlon
Each year, Beaches Fine Arts Series (BFAS) hosts their annual Triathlon competitions to support the free services they provide our community throughout the year, including the BFAS…
10th Annual Sports Luncheon
B&C Financial Advisors was proud to sponsor the 10th Annual Boys Scouts Sport Luncheon benefiting the Boy Scouts of America ScoutReach Division. This year’s luncheon…
Report #1: The Portfolio Summary
You may notice your B&C Reports for this quarter look a bit different than past quarters. As discussed in previous articles and communications we are…
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…
Fasten Your Seatbelts!
Slight turbulence to be expected If you watch the business news channels, you’ve seen a lot of ups and downs in the stock market to…
Allan Cohen Presents for the Florida Bar
Co-Founder and Chief Executive Officer, Allan Cohen, was invited to be a featured speaker at the Workshop on Retirement and Succession Planning for Lawyers and…
Retirement Plan Changes in 2015
From changes in contribution limitations to a new account option, here’s what retirement savers can expect for 2015
Happy New Year!
We are welcoming in a new year, and everyone is forecasting what lies ahead. As we all know, a forecast is just a prediction of…
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