Understanding the OBBB’s Impact on Charitable Giving
On July 4, 2025, the One Big Beautiful Bill (OBBB) was signed into law, ushering in sweeping changes to the U.S. tax code. While the…
- Estate & Gift Planning | financial planning | Investment Planning | Retirement Planning | Tax Planning
Planning with Purpose: Where Philanthropy Meets Financial Planning
In today’s evolving financial landscape, the most visionary individuals aren’t just building wealth, they’re cultivating legacy. True prosperity goes beyond financial gains; it lies in…
Navigating Geopolitical Risks in Your Investment Strategy
Geopolitical events—such as trade policies, elections, or international conflicts—can significantly impact financial markets, creating volatility that investors must navigate carefully. Understanding how these factors influence your portfolio is essential for making informed decisions and maintaining long-term stability in your investments.
What Are You Going to Do Now? Controlling What You Can in an Uncertain Market
“What should I do about my investments with everything happening in the world right now?” We hear this question constantly—from clients, prospective clients, friends, and…
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 Strategies Amidst Presidential Transitions
As President-elect Donald Trump prepares to assume office on January 20, 2025, many investors are wondering how this transition might affect the stock market and…
2025 Tax Changes: Key IRS Updates on Income Brackets, Standard Deductions, & More
This past month, the Internal Revenue Service (IRS) made an announcement regarding annual revisions to federal income tax brackets for 2025 that could potentially result…
Whole Life Insurance & the “Infinite Banking” Concept: Too Good to be True?
When it comes to financial planning, whole life insurance often stands out as a popular option. However, there’s been a growing trend of marketing it…
Practicing Investment Discipline During an Election Cycle: The Crucial Role of Rebalancing
Disregarding any personal views you may have regarding the voting process or the intelligence of the average voter, the vast majority agrees democracy is an…
Unlocking Generosity: The Power and Purpose of Donor Advised Funds
In the realm of philanthropy and tax planning, donor-advised funds (DAFs) have emerged as powerful tools for individuals and families seeking to create a meaningful…
Tee Up Your Investment Strategy: Investing Lessons from Golf
Let’s face it, golf is hard. Widely known by those who play as one of the more mentally challenging sports, golf requires an exceptional amount…
End of content
End of content