Philip Bachman

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November 30, 2018

IRS Increases IRA and 401(k) Contribution Limits for 2019

The Internal Revenue Service announced cost of living adjustments that will raise the maximum contribution amounts for most retirement plans. This is good news for retirement […]
November 1, 2018

Roth IRA Conversion: A Year-End Tax Move to Consider?

Many of us tend to think of April 15 (or October 15) as the all-important tax deadline each year. Indeed, Tax Day is a significant annual […]
September 6, 2018

Are 100 Dow Points a Lot?

One of the most cited U.S. stock indexes – or gauges of the stock market – is the Dow Jones Industrial Average (or Dow). The Dow […]
July 26, 2018

The Dog Days of Summer

History isn’t always straightforward, is it? Humanity has a way of remembering certain things while forgetting others. And for the parts we forget, we are adept […]
July 3, 2018

BCS Wealth Management Ranked in Accounting Today Magazine

BCS Wealth Management has been acknowledged in Accounting Today magazine for a fourth consecutive year. The 2018 Accounting Today “Wealth Magnets” article ranks the top 150 […]
June 20, 2018

The Concorde Fallacy

I never flew on a Concorde, the British-French supersonic passenger jet that was retired in 2003. The Concorde airliners were famous for their Mach 2.04 (1,354 […]
May 29, 2018

May 29 Is National College Savings Day

Happy National College Savings Day! May 29, National College Savings Day, is a tribute (and play on words) to the 529 college savings plan. Named after […]
May 10, 2018

Tupelo Honey Event Scheduled for June 14

BCS Wealth Management invites you and a guest to our second-annual spring social at Tupelo Honey in Johnson City. The get-together will be on Thursday, June […]
April 8, 2018

Roth IRA Conversions in the New Tax Era

Roth IRAs have long been a wonderful retirement savings vehicle. Since their inception in 1997, Roth IRAs have been popular for their tax-free withdrawals, provided certain […]
March 23, 2018

Medicare to Issue New ID Cards

If you’re one of the 55 million participants in Medicare – or a caregiver to someone who is – you’ll need to be on the lookout […]