Blog

October 2, 2020

The Power of Life Insurance

September was Life Insurance Awareness Month! We almost let it slip us by this hectic and unusual year. Nonetheless, we’re here to offer a friendly reminder […]
September 11, 2020

IRS Estimated Tax Payment Due September 15

This year has been an all-around bizarre year. Contributing to the craziness from a financial planning standpoint was the delayed tax-filing deadline. Normally April 15, the […]
August 31, 2020

Technology – It’s What’s for Dinner

I remember being in high school when I received an America Online CD in the mail and “dialing in” for the first time. It was an […]
August 24, 2020

Qualified Charitable Distributions in the SECURE Act Era

Qualified Charitable Distributions (QCDs) are a strategy that we at BCS Wealth Management often recommend to those who are over 70 ½ and have charitable gifting […]
August 12, 2020

Money Smart Week – Kids Reading Opportunity

BCS Wealth Management believes in the positive impact of teaching financial literacy to all ages, especially to kids. Gaining an understanding of money and financial self-control […]
July 31, 2020

BCS Wealth Management’s Business Services Mentioned in Industry Magazine

BCS Wealth Management gained mention in a Citywire RIA magazine article published on June 22. CityWire RIA delivers analysis and resources for Registered Investment Adviser (RIA) […]
July 23, 2020

BCS Wealth Management Ranked in Accounting Today Magazine

BCS Wealth Management has been acknowledged in Accounting Today magazine for a sixth consecutive year. The 2020 Accounting Today “Wealth Magnets” article ranks the top 150 […]
July 15, 2020

The Tamarac Portal for Our Schwab Clients

In today’s always-on, digitally connected world, we know how important it is to have access to information about your portfolios on the go. We have invested […]
July 13, 2020

Mask Mandate Effective July 13, 2020

Out of concern for our employees, friends, and community, BCS Wealth Management issued a mask mandate beginning July 13, 2020. Employees and visitors, which includes clients, […]
July 6, 2020

Highlights of the 2020 Social Security Trustees Report

Social Security is a longstanding part of working and retired Americans’ financial lives. It represents an important stream of retirement income (as well as survivor benefits […]

Form ADV Part 2A

Form CRS