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 retirement accounts has come into existence (we summarized some of those changes here). One such change is the elimination of the “stretch IRA,” or the ability of the beneficiary of …
Continue reading “Strategies for Distributing an Inherited IRA Under the SECURE Act”
What do you think of when you hear the word “retirement”? Do you think of travelling to far off, exotic places? Working on your golf game with all your newfound free time? Visiting your children and grandchildren as often as you (or they) want? Maybe you enjoy your career so much you will continue to …
Continue reading “5 Questions Everyone Can (and Should) Ask Themselves Before Retirement”
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 like travelling, going to concerts, and visiting friends and family. As you might imagine, I am unfortunately doing exactly zero of those things (in person, anyway), thanks to the global …
Continue reading “6 Ways to Be Financially Productive During Quarantine”
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 Junior Open on June 18th at Jax Beach Golf Club, and the other was the NFJG Tour Pro-Junior on June 26th at The Golf Club of South Hampton. B&C has …
B&C President Jan Butensky and his wife Barbara attended the 25th Annual River Garden Gala held at the Sawgrass Mariott Golf Resort & Spa on November 18th. This “Shimmer & Stars” Silver Anniversary Gala aimed to raise awareness about River Garden Senior Services, its reputation as an outstanding elder care agency, and the special place …
by Jacque Bos, CCO On October 24th, Chief Compliance Office Jacque Bos and Investment Manager Adam Oerther attended an event for the Boys & Girls Clubs of Northeast Florida. At the event the guest speaker L.T. General William G. “Jerry” Boykin, the former commander of Delta Force and the Green Berets and the Executive VP …
by Adam Oerther, CFP® On November 15th, Investment Manager Adam Oerther volunteered at Jacksonville’s Longest Table event, presented by JAX Chamber. From the event’s Facebook page: “The Longest Table is a shared meal at one table that stretches more than 600 feet along Independent Drive to foster conversation and build relationships across economic, racial, religious …
Giving stray and mistreated dogs a second chance has been a lifelong passion of B&C client Diana Crimi. When she was five years old, her family adopted a rescue dog and her father’s love of dogs is a legacy that Diana carries on. She rescued dogs while attending Florida State University and Jacksonville University, and …
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The Universal Declaration of Human Rights puts forth that all people are entitled to a life with dignity, justice, freedom, equality and peace. These unalienable rights serve as the basis for many international, national and local laws. Unfortunately in today’s world, there are many human rights violations both in the United States and across the …
Continue reading “Client for a Cause: Julie Firestone | The Advocates for Human Rights”
For Dr. John and Mrs. Anne McKenzie, helping others is part of their daily lives. John, a retired interventional neuroradiologist, and Anne, a retired special education teacher, have been volunteering with the North Florida School of Special Education (NFSSE) since they moved to Jacksonville 22 years ago. The couple and their two sons have always …