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…
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…
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…
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