• Facing Widowhood: Finding the Financial and Emotional Resources to Forge Ahead

    Nov 19, 2025

    Five years ago, my colleague Vicky’s life changed overnight when her husband received a terminal cancer diagnosis. The family quickly realized that the financial plans they had made, assuming they'd have years ahead of them, would need to be reconsidered entirely.Full Story

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  • Are You Prepared for Life's Curveballs? Take Our Estate Planning Quiz!

    Oct 23, 2025

    October is National Financial Planning Month, which also includes Estate Planning. At BCT Wealth Advisors, we see this as the perfect time to ask yourself an important question: Am I truly prepared for the unexpected? Estate planning isn't just about assets and paperwork; it's about protecting the people you love and making sure your wishes are honored when it matters most. Yet it's also one of those tasks many of us put off, thinking we have more time or that it doesn't apply to us yet.Full Story

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  • Why You Should Consider a Roth Conversion and What to Watch Out For

    Sep 25, 2025

    When it comes to retirement planning, minimizing taxes is just as important as maximizing returns. One tax-smart strategy worth considering — especially in today’s relatively low tax environment — is the Roth conversion.Full Story

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  • 401(k) to IRA Rollovers: Win-Wins for Every Personality Type

    Sep 10, 2025

    Life transitions come with countless decisions, and few feel as overwhelming as determining what to do with your 401(k) when you leave a job. Whether you're starting a new career chapter, retiring, or simply seeking more control over your retirement savings, rolling your 401(k) into an Individual Retirement Account (IRA) offers fantastic advantages that can enhance your financial future.Full Story

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  • Pack the Pack: Fighting Childhood Hunger, Fueling Hope

    Aug 13, 2025

    Back-to-school season is approaching, and for many local families, the pressures amount to much more than checking off school supply lists. This time around, it’s about making sure every child starts the school year strong. That strength begins with the community coming together. Once again, we’re leading the charge through our Pack the ’Pack campaign, a key initiative of The BCTCares Foundation.Full Story

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