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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 game with all your newfound free time? Visiting your children and grandchildren as often as you (or they) want? Maybe you enjoy your career so much you will continue to …

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B&C Financial Advisors Annuity Series – Part 3: Sample Annuity Contract

In the second part of our series on annuities, we took a look at some pros and cons of annuities. To end the series, in this post we will walk through an example of an actual annuity contract one of our clients purchased before becoming a client of B&C Financial Advisors. (We have removed the …

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B&C Welcomes a New Partner – Adam Oerther

B&C Financial Advisors is happy to announce the addition of a new shareholder, Adam Oerther, Vice President & Wealth Advisor, effective 2021. Adam has been with B&C since 2012 after graduating from the University of Florida with a B.S. in Business Administration with a concentration in Finance and a Minor in Entrepreneurship. He is a …

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Spooky Finance: 5 Real (Bad) Personal Finance Tips We Hear Too Often

Well, Halloween is upon us, and while the fact it’s already the end of October is somewhat frightening on its own, we think it’s a perfect time to revisit some of the advice we’ve heard over the years that still haunt people to this day. 1    You should borrow money from your 401(k) plan, …

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The Importance of Understanding Inflation

You might have heard the saying, “A dollar today is worth more than a dollar in the future.” This is a popular quote regarding the time value of money. It illustrates the idea that a dollar in the future will not be able to buy the same value of goods and services as it does …

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