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 30, 2018

Warren Buffett Cashes In On Bet Against Hedge Funds

Do Hedge Funds Really Outperform? I always look forward to reading Warren Buffett’s Annual Letter to shareholders of Berkshire Hathaway stock. The main reasons I enjoy […]
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 […]
March 8, 2018

Paul Hoilman Earns Insurance Recognition

Paul Hoilman, Insurance and Employee Benefits Manager, has been recognized as a 2018 member of the Million Dollar Round Table (MDRT). MDRT membership is recognized internationally […]
February 26, 2018

There’s Still Time for 2017 IRA Contributions

There’s still time to make IRA contributions for the 2017 tax year! The IRS allows us to make IRA contributions for a particular year up until […]
February 8, 2018

Retirement Plans and Social Security: What’s New in 2018?

The Internal Revenue Service recently updated their 2018 retirement plan contribution limits, and the Social Security Administration announced a 2.0% increase to Social Security payouts for […]
February 1, 2018

What Happens When the Fed Raises Interest Rates

On December 13, 2017, the Federal Reserve raised the federal funds rate target for the third time in 2017. It lifted this short-term rate to a […]
January 29, 2018

Second Date Added for Tax Update Luncheon

Our firm’s tax update luncheon scheduled for Wednesday, February 14 has reached full capacity with RSVPs, so we will be hosting a second tax update luncheon […]
January 23, 2018

Tax Update Luncheon on February 14

BCS Wealth Management invites you to a tax update luncheon on Wednesday, February 14, 2018. The event will be held at Bonefish Grill in Johnson City […]