B&C Financial Advisors Annuity Series – Part 1: What is an Annuity?
Those who watch daytime television may be all too familiar with scenes of people leaning their heads outside their windows, shaking their fists at the…
IRS Issues Further Guidance on 2020 Required Minimum Distributions (RMDs)
As we discussed a few months ago, the federal government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020, in…
Mortgage Rates are Low – Should You Refinance?
Interest rates have dropped significantly since the beginning of year. As a result, homeowners have increasingly become interested in refinancing their mortgage. If you are…
6 Ways to Be Financially Productive During Quarantine
If you had asked me a couple months ago what my plans were for the month of April, my response probably would have included things…
Highlights of the Historic Coronavirus Aid, Relief, and Economic Security (CARES) Act
In an effort to mitigate the effects the ongoing COVID-19 pandemic is having on Americans in every sector of the economy, the federal government signed…
The Coronavirus Has Infected the Stock Market…Now What?
With the coronavirus now spreading across over 100 countries, it is clear the effects from the virus are widespread and significant. In attempts to mitigate…
The SECURE Act – Impacting Retirement Planning
The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law by the president on December 20, 2019. This act incorporates some…
I Recently Paid Off My Student Loans 3 Years Early – Here’s How I Did It
As I discussed in a previous post, the average college student graduates with somewhere between $30,000 to $40,000 in student loans, with no indication of…
Mission House Coat Drive
As the holidays and colder weather rapidly approach, B&C Financial Advisors has decided to collect coats and other winter items again for Mission House, Inc.,…
B&C Goes Golfing with NFJG
Over the summer, B&C sponsored two junior golf tournaments put on by the North Florida Junior Golf (NFJG) Foundation. The first was the Jax Beach…
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…
B&C at News4JAX’s Wise Money Week
On Wednesday, May 16th, Investment Manager Adam Oerther answered phone calls for News4JAX’s Wise Money Week, which is a week filled “with activities and events…
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