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Consolidating Accounts

Getting a second opinion on your finances can be good, but is it wise to leave your retirement funds scattered in different places? We’ll reveal the pros and cons to this debated topic!
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Is Your Spouse Your Beneficiary?

If you have IRA accounts, have you named your beneficiaries and are they up to date? The consequences of not having your beneficiaries up to date could be tragic, especially if you left out your surviving spouse!  
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Retirement Checklist

Have you checked off all the right boxes when it comes to your retirement planning? We’ll share some basics you can’t overlook when planning for your future.
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Bridge To Retirement

Do you have a solid bridge to retirement? Don’t build it on sand – make sure you have a solid foundation. We’ll share a key tool for retirement savings that, in some cases, just might be the cornerstone for your retirement income.
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Retirement Fears

Are you worried about retiring? You’re not alone! We’ll talk about some of the common retirement fears and how to overcome them.
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Annuity Review

Do you own an annuity, but are not quite sure what it does for you? Maybe it’s time for an annuity review! Find out what the BHC Team looks for when they review annuities.
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Gray Divorce

Statistics show American “gray divorce” rates are increasing, and that can cause major financial shocks for both parties.
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Avoid Money Mistakes

Getting closer to, and into, your retirement journey are the perfect times to review and revise your financial strategies. These are “make or break” times and your decisions will affect the rest of your life. We’ll look at a few major money mistakes to avoid as you start your retirement journey!
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Self Employed & Retirement

Being self-employed can be fun, challenging and rewarding! Unfortunately, retirement savings for the self-employed often fall behind or get ignored completely. However, it doesn’t have to be that way and we’ll show you some ways to get your retirement savings back on track!
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Becoming The Primary Caregiver

If you or someone you know becomes the primary caregiver for a loved one, there’s some incredible challenges it will bring. How can you plan for that?
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