Nick Clay

January 6, 2017

Nathan Goodwin Named Partner at BCS Wealth

By Nick Clay Congratulations to Nathan, our newest partner at BCS Wealth Management. Nathan is an attorney and Financial Advisor, and when he joined the firm […]
November 28, 2016
boy piggy bank

Small, Practical Money Saving Tips

By Nick Clay Sometimes it’s good to get back to the basics. If there were a Managing Finances 101, lesson number one would probably promote frugality. […]
November 7, 2016

2017 Health Insurance Marketplace Open Enrollment

By Tyler Mackie November 1st marks the beginning of Health Insurance Open Enrollment for anyone not on employer coverage or Medicare. This is the time of […]
November 1, 2016

A Sign to Not Wait

By Philip Bachman Most of us know the common knowledge that the sooner we start saving for retirement, the better off we will be. This wisdom […]
October 24, 2016

Longevity Risk: Health Care Costs

By Philip Bachman Our previous article on longevity risk showed that folks are living longer. It is exciting that many people have more time to do […]
October 17, 2016
großeltern fotografieren die familie mit handy

Longevity Risk: Statistics about Longer Lives

By Philip Bachman One highly important theme in the financial planning field today is longevity risk. As its name implies, the term means the risk of […]
October 10, 2016

Car Shopping! Part 3

By Philip Bachman We posted articles about car shopping on April 14 and July 20. They discussed some overarching financial considerations about buying a car. Today’s […]
October 4, 2016

Thank You!

GREAT JOB BCSWM and BCS TEAM!!! We had 27 people walk with us on Sunday for the 5k Heart Walk (a couple got to ride in […]
September 20, 2016

Charles Schwab Statements

By Myra O’Dell Are you missing your Charles Schwab statement for July or August? Beginning in July of this year, Charles Schwab made the decision to […]
September 7, 2016

IRS Gets Flexible on IRA Rollover Rules

By Nick Clay IRS? Flexible? Yes you read that correctly. If you’ve left a job that provided an employee sponsored retirement plan you may or may […]