by Sean Guldi, CFP® Planning for one’s inevitable death is something few (if any) people look forward to. In some cases, people scramble to get things in order when receiving the terrible news of a terminal cancer diagnosis. In other cases, people may have a plan that is several decades old and may or may …
Continue reading “The Importance of Titling Your Investment Accounts”
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 the tax code. Uncertainty abounds with respect to the details, and there is still a chance the overhaul does not make its way through both the House and the Senate …
by Sean Guldi, CFP® It’s that time of year again – Open Enrollment Season. Many of you work for larger companies who provide cafeteria-style plans with a plethora of options. Some of you may be self-employed individuals finishing up your tax filings on extension and reviewing insurance options for the coming year. Those of you …
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 may not mean retirement for all of them, but the largest demographic cohort in our country will be a driving force that increases the need for Retirement Planning. Many of …
Continue reading “Retirement Planning: Is There a Magic Number or Formula?”
“What do you think about the election? Who do you think will win, Trump or Clinton? How will the election affect my investments?” We have been hearing these questions more frequently from our clients and prospective clients over the past few months. While the media is paid to bring your attention to the short-term whims …
Continue reading “A Word from the Investment Department: Control What You Can”
This time of year, most everyone is busy preparing and filing their tax returns. While this is a painful process for some people, B&C Financial Advisors does our best to manage taxable gains in our clients’ taxable portfolios. When you invest money wisely, you are likely to create capital gains and income. Capital gains and …