Blog
Choose When You'll Retire
When you save well for your retirement, you’re in a better position to choose when you want to retire. However, sometimes working longer can yield benefits more valuable than...
Read MoreQuestions Your Advisor Should Ask
Does your advisor ever ask to look at your tax return? Does your advisor ask you about your potential for longevity, your health and your retirement goals? And, does your advisor explain things like sequence of returns and how that...
Read More4 Investment Pillars
As you put your retirement planning into place, an important question becomes how should you invest? Under the mattress? In the bank? Out on the skinny branches full of high risk while you try to capture big returns? Or is there...
Read MoreJust In Case
Are you living a Just-in-Case retirement? With inflation, market volatility and a looming recession it’s difficult to relax and enjoy retirement when there are so many doubts about the future. Sound like you? Find out how to...
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Retirement Myths
Your Mother told you not to believe everything you hear or read, and that still rings true, maybe even more so today! There’s a big risk in retirement planning that nearly everyone can fall prey to...
Read MoreEmpowering Widows through Life's New Chapter
Each year, over a million American women face the challenges of widowhood. This Podcast provides insights to help widows navigate their transition, offering guidance to bypass potential pitfalls and...
Read MoreWorried About The Wrong Things
When it comes to planning for your retirement are you worrying about the wrong things? A recent report says that just might be the case!
Read MoreMt. Retirement
Climbing famous 14ers may not be for everyone - but climbing up Mount Retirement is a journey everyone takes. When you retire, you’ve reached the summit. Now the question is: how do you get down? Free fall?
Read MoreDear Diary, Can I Retire?
Estate planning is usually associated with your wishes after you’ve passed on. However, there’s a lot more to it. We’ll talk about why certain estate planning documents can be very important while you’re still...
Read MoreEstate Planning
Estate planning is usually associated with your wishes after you’ve passed on, but there’s a lot more to it than just that. We’ll talk about why certain estate planning documents can be very important for you while...
Read MoreRoth Conversion Season
It’s Roth Conversion season! With the end of the year fast approaching, now is the time to get serious about making Roth conversions. But before you do, make sure you’re informed about the ins and outs of this great...
Read MoreEmployee Stock
Do you have a lot of your employer’s stock in your 401(k)? Has it increased a lot over time? Or, has it recently declined in value? You may have heard of the Net Unrealized Appreciation strategy to help lower your future tax...
Read MoreHow Badly Will Taxes Erode Your Future Income?
While you’ve worked hard and saved well, rising taxes could become one of the biggest threats to your retirement. If you’re not carefully planning, the lifetime you’ve put in to saving for your retirement years could...
Read MoreWill Your Money Last As Long As You Do?
We explore one of the most important chapters in Linda’s book, Your Money Your Retirement, as we focus on the number one question the BHC team is asked so often – Will your money last as long as you do?
Read MoreAnnuity 101
Strategic retirement planning is all about using the right strategies for the right purpose. With markets as volatile as they are right now, BHC Advisor Zach Roberts joins us to explore some strategies that could make all the...
Read MoreThe Question Behind The Question
In today’s changing, and seemingly out of control world, taking charge of anything sometimes seems out of reach. It often becomes easier to ask questions like: ‘Who dropped the ball?’, ‘Why doesn’t...
Read MoreTax Preparation vs Tax Planning
Retirement without tax planning? You could be in for a surprise!Taxes could be your biggest expense in retirement. Do you have a tax preparer and a tax planner? A tax preparer calculates taxes for the current year. A tax planner...
Read MoreLiving An Extraordinary Life
Planning for your finances in retirement is important. Planning how you will live your retirement is also important. Joining us is the man who wrote the book:LIVING AN EXTRAORDINARY LIFE. Robert White shares his life and story as well...
Read MoreLong Term Care
You hope you never need it, but if you do, how will you pay for Long-Term Care? Maybe you can self-fund using up your retirement savings. However, what happens to your spouse if you use up all you have saved to pay for your Long-term...
Read MoreWhat is a Financial Advisor with Dean Zayed
Many professionals call themselves “Financial Advisors”… But what does that really mean? This title is used by a wide variety of financial professionals from insurance to investments – but the services they provide are definitely not all...
Read MoreSandwich Generation
Many Americans are trapped in the Sandwich Generation. They are balancing careers, providing for children (including adult children), caring for aging parents and other relatives. In some cases, it’s more than one person can handle...
Read MoreRetiring Early – Dream or Reality?
Retiring early is a dream for many, but before you take that leap, you need to consider things like taxes, health care, and income sources. Can you successfully retire early? Maybe, but before making that decision, a written retirement...
Read MoreRetirement Planning for Women
Although the basics of retirement planning may be the same for everyone, there can be some unique considerations for women. Statistics show that women typically live longer than men, and more often than not, wives outlive husbands....
Read MoreSocial Security Trivia
We’ll explore important questions about Social Security that most Americans get wrong! You can test your knowledge as we go, as we play our version of “Social Security Trivia”!Here Are Just a Handful of the Things...
Read MoreTax Planning Strategies
As the country’s debt swells to higher peaks with no end in sight, the handwriting is on the wall – Somehow, some way that bill will come due. If you haven’t planned for higher taxes in your financial and retirement...
Read MorePrimary Care Giver
You’ve saved well, mapped out your retirement goals, clocked out for the last time, and now you’re settled into your retirement! But what happens if life throws you a curve ball and you suddenly become a primary caregiver?...
Read MoreRobo Advisors
Robo-Advisors have been gaining popularity as many savers like the fact that they are inexpensive and efficient, but are you losing out in other areas that could cost you a whole lot more? BHC Financial Advisor Zach Roberts joins us...
Read MoreThe Great Resignation
With everything that’s happened in the world over the last few years, the most surprising and least expected is what’s now known as the “Great Resignation.” Younger and older alike, quit their jobs...
Read MoreThe Gift of Financial Freedom
Sharing your planning and saving focus with your family will potentially strengthen the financial lives of your children and their children. It's a priceless gift! Joel Cavaliere, CFP® experienced this gift growing up...
Read MoreTax Planning
Tax planning for your retirement future isn’t a luxury – It’s a necessity. Whether you’re retired or not, the type of investments and accounts you use, or actions you take, can end up creating some unexpected...
Read MoreRoth IRA, Roth 401(k), or Both?
Roth IRA’s and Roth 401(k)’s are built on a similar foundation, but have a few key differences that’s important to know. Both accounts help create future tax-free income for your retirement, so should you have one or the other?
Read MoreApproaching Your Retirement Plan
When creating your retirement plan, are you approaching it like a space engineer designing a rocket? Or are you swinging wildly from strategy to strategy unsure what to do next? What you do, and how you do it, matters!
Read MoreDo I Really Need An Advisor
Do you really need to work with a financial advisor when it comes to planning for your retirement? How do you know who’s right for you, and what questions should you consider when you look for an advisor?
Read More4 Steps of A Retirement Plan
Retirement planning might not be as cut and dry as A, B, C, but could it be as easy as 1, 2, 3… 4? We’ll cover 4 steps that are often misunderstood that can help you put together a more secure, confident retirement. Blue...
Read MoreWhen Your Spouse Retires Before You
It’s quite common for working couples to plan to retire at the same time, but that’s not always what happens. If one spouse is offered an early out, can you afford to take it, and how will that potentially impact your...
Read MoreThe Pitfalls of Not Having a Retirement Plan
Without a written retirement plan, it’s just a wish list. Knowing how to invest and which accounts to draw from first are important items in a retirement plan.
Read MoreQuestions About Your Pension
If you’re one of the fortunate few who have a pension available to you, and if you have the choice of taking lifetime payments or taking a lump sum payout, there are some incredibly important questions to consider before you decide!
Read MoreFailing to Plan is Planning to Fail
As Benjamin Franklin so wisely stated: “If you fail to plan, you are planning to fail.” Well, when it comes to your future and taxes, that saying may be even truer than you think!
Read MoreCommon Estate Planning Mistakes to Avoid
You might think you work well under pressure, but just-in-time estate planning is the last thing you’ll want to do. It’s critically important for both when you are alive and when you pass, so you want to get it right!
Read MoreSaver’s Dilemma!
How do you balance growth with protection in your retirement portfolio? Too much in growth can be risky, yet too much in protection may not last long enough! Can you design a retirement plan that allows you to do both?
Read MoreCan I Retire?
Wondering if or when you can retire? We hear this concern often. Listen to the story of “Nervous Bill”, who saved well, yet feels completely unprepared for retirement. If retiring worries you, listen now!
Read MoreCracking the Nest Egg
You've worked your entire career building up the nest egg, but when it comes time to crack it, are you ready? We’ll discuss how you can turn that hard-earned nest egg into a retirement souffle and not a sloppy mess!
Read More7 Threats to Your Retirement
Retirement is essentially 20 to 30 years of Planned Unemployment. Making the right choices during the final third of your life is absolutely critical! We’ll cover 7 retirement threats and mistakes to avoid, some of which could be costly!
Read More6 Secrets to a Happy Retirement
The “money stuff” is an important piece but choosing how you spend your time is just as important. Whether you are already retired or planning to be, don’t miss the secrets we’ve learned over the years so you can enjoy a happy retirement!
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