Blog

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...

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...

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!

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?

Does the 80% rule really work for your retirement income strategy? What about the 70% rule? Do you want to fit into somone’s guesstimate, or is there a better way? Here Are Just a Handful of the Things That We'll Discuss:...

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...

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...

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...

When you’re on Medicare, if your health begins to fail, will Medicare pick up all of the costs? And, what about long-term care? Does Medicare pay for that? Who will take care of you? Here Are Just a Handful of the Things That...

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...

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...

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?

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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?...

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...

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...

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...

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...

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?

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! 

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?

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...

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...

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.

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!

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!

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!

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?

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!

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!

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!

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!