How to Better Manage Taxes with Charitable Donations
Let’s be honest, paying taxes is not everyone’s favorite thing to do, but one strategy to minimize taxes afforded to us by the tax code…
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…
6 Ways to Be Financially Productive During Quarantine
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…
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…
River Garden Gala
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…
Investing in Great Futures
by Jacque Bos, CCO On October 24th, Chief Compliance Office Jacque Bos and Investment Manager Adam Oerther attended an event for the Boys & Girls…
Jacksonville’s Longest Table
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…
B&C Client for a Cause: Diana Crimi & Second Chance Dogs
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…
Client for a Cause: Julie Firestone | The Advocates for Human Rights
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…
Client for a Cause: John & Anne McKenzie | North Florida School of Special Education
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…
Client for a Cause: Jess Sternthal | Eckerd Community Alternatives
According to the Adoption Exchange Association, there are about 14,000 children in foster care in the state of Florida¹. Working with children and families in…
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