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…
B&C Welcomes Ryan Allan Glucksman!
We are happy to announce that there is a new addition to the B&C family! CEO & President Allan Cohen, CFP®, and his family are…
Don’t Stop with Bright Futures When Paying for College
Florida is a state lucky enough to benefit from the state-wide merit scholarship known as Bright Futures. Just recently, the state expanded the program, and…
Is Your Financial Advisor a Fiduciary?
By Adam Oerther, CFP® After writing my last blog post about lessons to be learned from the Great Recession, I realized I missed the opportunity…
Forbes Names Allan Cohen One of Florida’s Top Advisors
Have you heard the news? Allan Cohen, CFP®, and CEO of B&C Financial Advisors was ranked North Florida’s #30 top wealth advisor according to Forbes’…
Ten Years On: Four Personal Finance Lessons Learned from the Great Recession
By Adam Oerther, CFP® Officially, the “Great Recession” was the period between December 2007 and June 2009 when the U.S. economy contracted by 4.2%. Over…
How to Save $10,000 on College Expenses
The American Opportunity Tax Credit, or AOTC, allows for people to receive a maximum annual credit on their taxes of $2,500 per eligible student. This…
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