Myra O'Dell

November 27, 2020
Published by Myra O'Dell at November 27, 2020
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IRS Releases 2021 Contribution Limits

How much can you save in 2021 in tax-advantaged accounts? The Internal Revenue Service recently announced the 2021 cost-of-living adjustments to the dollar limitations for qualified […]
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August 24, 2020
Published by Myra O'Dell at August 24, 2020
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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 […]
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July 15, 2020
Published by Myra O'Dell at July 15, 2020
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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 […]
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April 17, 2020
Published by Myra O'Dell at April 17, 2020
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Increased Cyber Fraud Activity Amid COVID-19 Fears

As the public’s demand for information about the pandemic remains high, criminals are seeking to take advantage. Be aware of the latest activities, and make sure […]
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April 22, 2019
Published by Myra O'Dell at April 22, 2019
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Maximizing the Benefits of Your Health Savings Account

A Health Savings Account (HSA) is a type of account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses. […]
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July 3, 2017
Published by Myra O'Dell at July 3, 2017
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Week of Caring

Recently, a group from BCS Wealth and First Covenant Trust took part in the United Way Week of Caring to volunteer at the Arc of Washington […]
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September 20, 2016
Published by Myra O'Dell at September 20, 2016
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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 […]
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August 24, 2015
Published by Myra O'Dell at August 24, 2015
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The Importance of Staying Invested

By Myra O’Dell The stock market tends to move in cycles with periods of both expansions and contractions. If you have been watching the news or […]
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June 16, 2015
Published by Myra O'Dell at June 16, 2015
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Living Within Your Means

By Myra O’Dell The first step towards retirement is… Living within your means. This is the first and most critical step towards having a secure financial […]
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March 10, 2015
Published by Myra O'Dell at March 10, 2015
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Saving for Retirement

By Myra O’Dell Relying on Social Security alone will likely cause you to fall well short of your retirement income needs. Individuals that are not participating […]
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Form ADV Part 2A

Form CRS