Who Needs to Take an RMD (Required Minimum Distribution)?

The first question someone might ask is, what is an RMD? An RMD is an annual distribution from an IRA (Individual Retirement Account) that is required by the IRS.

Retirement Plan Changes in 2015

From changes in contribution limitations to a new account option, here’s what retirement savers can expect for 2015

2014 Light the Night Walk

On the evening of Thursday, November 6th, B&C Financial participated in its 6th annual Light the Night Walk to support The Leukemia Lymphoma Society. As we have mentioned before, this charity is very close to B&C’s heart, our Compliance Officer Jacque Bos’ son, Connor, was diagnosed with leukemia in January 2009. We would like to …

Financial Advice for Children and Grandchildren

Many clients have asked us over the years what their children should be doing to begin building their savings for retirement. The best answer we can give is to have their children talk to us. Our clients are a part of our family. The best thing we can do is also to help their children …