Choosing Roth Vs. Traditional Contributions in your Company’s 401(k) Plan
When it comes to saving for retirement, there are several options for retirement accounts you can contribute to. One decision you are likely to make…
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…
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…
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…
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…
![Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?](https://bandcfinancial.com/wp-content/uploads/2018/03/retirement_plan.jpg)
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…
How Do People Get “Rich”?
by Adam Oerther, CFP® While the definition of “rich” is different for everyone, just about all lifestyles require money. Being able to sustain these lifestyles…
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…
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