The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law by the president on December 20, 2019.  This act incorporates some of the largest changes to retirement savings since the Pension Reform Act of 2006.  The bill will be effective January 1, 2020.  The act makes sweeping changes to the Required …

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As I discussed in a previous post, the average college student graduates with somewhere between $30,000 to $40,000 in student loans, with no indication of tuition growth rates slowing any time soon. Typically, these loans are scheduled to be paid off in 10 years, or 120 monthly payments. If you’re anything like me, you understand …

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As the holidays and colder weather rapidly approach, B&C Financial Advisors has decided to collect coats and other winter items again for Mission House, Inc., a local non-profit organization serving the homeless in the Jacksonville area. Thanks to the generosity of our clients and friends last year, we were able to make a sizable donation …

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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 …

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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”