May 27, 2021

The Game of Life – Which Direction Are You Heading?

Each month, in our Game of Life blog series, I’ve covered major events that are common in one’s life journey and how these events can impact […]
April 28, 2021
Inheriting Money

The Game of Life – Inheriting Money

Providing for heirs is often one of the primary goals of financial planning. Being able to leave an inheritance to loved ones can provide joy and […]
March 25, 2021

The Game of Life – Buying a Home

Buying a home is a major commitment and may be the most expensive purchase of your life. The decisions you make during the home buying process […]
February 17, 2021

The Game of Life – Having a Baby

Having a baby is one of life’s most impactful events. Welcoming a new baby into the world can change almost every aspect of your life, not […]
November 27, 2020

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 […]
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 […]
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 […]
April 17, 2020

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 […]
April 22, 2019

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. […]
July 3, 2017

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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