With another tax season coming to a close (on April 18th unless you filed for an extension), it may be a good time to look ahead at the remainder of the year and consider making adjustments to the various items that will affect next year’s tax return. As such, B&C Financial Advisors has compiled an …

Continue reading “2022 Tax Rates, Schedules, and Contribution Limits”

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 retired individual who needs to make sure their retirement savings will fund their remaining years and potentially provide an inheritance to their heirs. During each phase of life, there are …

Continue reading “Is a Roth Conversion Right for You?”

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 with B&C Financial Advisors. In this position, my main roles with the firm were reviewing client portfolios, researching companies for our investment models, and analyzing the existing portfolios of prospective …

Continue reading “Why I Don’t Manage My Own Portfolio”

B&C’s Chief Investment Officer Sean Guldi discusses what it’s like to be a fiduciary financial advisor on the Just Peachie Show.

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 to outlive my money, or is my money going to outlive me? In response to this higher demand for advice on how to not outlive their money, many financial advisors …

Continue reading “Should You Buy “Guaranteed Income”?”