The Importance of Liquidity in Retirement
When you think about your investments during retirement, it’s easy to focus on growth, income, and returns. But have you stopped to consider the importance…
The Benefits of Working with a Fee-Only Financial Advisor
When it comes to managing your finances and planning for the future, choosing the right financial advisor is crucial. At B&C Financial Advisors, we pride…
Financial Planning for Young Adults: Tips for Building Wealth in Your 20s & 30s
In today’s fast-paced world, young adults are faced with unique financial challenges and opportunities. As a generation marked by student loan debt, fluctuating job markets,…
When is the Best Time to Begin Taking Social Security Benefits?
As you approach retirement age, one of the biggest decisions you will have to make is when to start taking Social Security benefits. You have…
Retirement Planning Overview
Retirement planning is specific to your situation, as many different factors come into play, such as portfolio values, living expenses, tax rates, healthcare costs, insurance…
Options for Paying Your Long-Term Care Costs in Retirement
As you approach retirement planning, you may be wondering how you will pay for long-term care costs if you or a loved one needs it….
Is a Roth Conversion Right for You?
There are different stages you go through in life: the young working individual just starting their careers, the vetted professional with a family, and the…
Should You Buy “Guaranteed Income”?
During times of economic uncertainty, it is common for people to seek out financial advice as they seek to answer the question: Am I going…
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…
5 Questions Everyone Can (and Should) Ask Themselves Before Retirement
What do you think of when you hear the word “retirement”? Do you think of traveling to far-off, exotic places? Working on your golf game…
B&C Financial Advisors Annuity Series – Part 3: Sample Annuity Contract
In the second part of our series on annuities, we took a look at some pros and cons of annuities. To end the series, in…
B&C Financial Advisors Annuity Series – Part 2: Pros & Cons
In the first part of our annuity series, we defined some common terms associated with these often-complicated insurance products. Now that we are a bit…
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