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Financial Planning Retirement Income Planning Retirement Planning Videos

Market and Community Update!

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Retirement Income Planning Retirement Planning

3 Ways the SECURE Act Could Affect Your Retirement

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) recently had its one-year anniversary. It was the biggest piece of retirement legislation to be passed in many years, […]

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Lifestyle

You Don’t Have to Downsize to Declutter

If your nest isn’t as full as it once was, or you have more time on your hands in retirement, consider decluttering. Even if downsizing in the near future isn’t […]

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Financial Planning Retirement Income Planning Retirement Planning Videos

BCJ Financial and Happy Half Hour Reminder!

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Retirement Planning Taxes & Tax Strategies

Concerned About Taxes On Your Retirement Account?

You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, […]

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Lifestyle

Queen Elizabeth’s Best Practices

At almost 95 years old, Queen Elizabeth II works a full week and carries out more public engagements than many of the younger royals.[1] How does she maintain her energy […]

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Retirement Income Planning

Avoid These 4 Common but COSTLY Retirement Income Mistakes

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Financial Planning Retirement Income Planning Retirement Planning Videos

Happy Half Hour!

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Taxes & Tax Strategies

3 Reasons to Review Your Tax Strategy

Now that President Biden has been sworn in and the Senate is evenly split between Republicans and Democrats, it’s time to consider what tax policy changes could be coming. President […]

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Health & Wellness Lifestyle

3 At Home Work-Outs

You don’t necessarily have to spend a fortune to create a home gym if your gym is closed. We might think it’s too late to get back into shape by […]

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Financial Planning Retirement Income Planning Retirement Planning Videos

Uncle Sam and Aunt Irmaa

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Retirement Planning

3 Retirement Challenges You Can Plan For

No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically […]