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.

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 …

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 like travelling, going to concerts, and visiting friends and family. As you might imagine, I am unfortunately doing exactly zero of those things (in person, anyway), thanks to the global …

B&C at News4JAX’s Wise Money Week

On Wednesday, May 16th, Investment Manager Adam Oerther answered phone calls for News4JAX’s Wise Money Week, which is a week filled “with activities and events celebrating the importance of good money management and providing financial education designed to help us all become wiser about money.” Adam fielded questions from callers regarding a variety of personal …

How to Save $10,000 on College Expenses

The American Opportunity Tax Credit, or AOTC, allows for people to receive a maximum annual credit on their taxes of $2,500 per eligible student. This means the government is willing to grant ten thousand dollars (over four years) of tax credits to every qualifying student. If you have three kids, this equals $30,000 of college …

I Have a Love/Hate Relationship with Volatility

By Adam Oerther, CFP® As most of you know, the stock market was quite volatile in 2018, particularly in the last quarter. For some of you, this volatility may have invoked feelings of worry or nervousness over the future of the market; others may have felt indifferent about it, as the stock market is known …

Finding Your Niche

On November 7th, Investment Manager Adam Oerther attended the Southeast RIA Summit, a conference for financial advisors who work for—or are interested in working for—independent Registered Investment Advisors (RIAs) in the southeastern U.S. Adam was invited to speak on one of the panels at the conference, which focused on finding your niche as an advisory …

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 as a 401(k), 403(b), or SIMPLE IRA plan. These types of plans allow you to make pre-tax contributions, which not only lower your taxable income for the year but also …

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 without having a recurring income (i.e. a salary), particularly during your retirement years, requires an accumulation of resources from which you can fund the activities you need and want to …

PGA Presentation

This past May, B&C Financial Advisors had the opportunity to speak with PGA professionals from the Northern Chapter of the North Florida Section. B&C CEO Allan Cohen, Wealth Manager Thomas Ellis and Investment Manager Adam Oerther spoke to 35 local golf professionals about the importance of “Choosing Your Financial Caddy.” After covering the basics of …