Investing in a Good Night’s Sleep
B&C prides itself on being a preservation of capital money manager and managing money in a way that allows our clients to sleep at night….
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…
Why I Don’t Manage My Own Portfolio
Upon graduating from the University of Florida in 2012 (how has it already been so long?!), I accepted a position as an Assistant Investment Manager…
A Glimpse into a Fiduciary Financial Advisor’s Mind
B&C’s Chief Investment Officer Sean Guldi discusses what it’s like to be a fiduciary financial advisor on the Just Peachie Show.
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 travelling to far off, exotic places? Working on your golf…
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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Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?
by Adam Oerther, CFP® One employee benefit companies often use to attract and retain talent in the workforce is access to a retirement plan, such…
Tax Planning for 2018
by Sean Guldi, CFP® It is all over the news – Congress and the Trump administration are busy attempting to enact a large-scale overhaul of…
End-of-Year Tax Planning Strategies
No matter your political leanings, paying taxes is a fact of life and an integral part of modern society. However, the federal government recognizes many…
Retirement Planning: Is There a Magic Number or Formula?
by Sean Guldi, CFP® According to the Pew Research Center, over the next 15 years roughly 10,000 Baby Boomers turn age 65 every day. This…
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