top of page
NEW
- 2020s: The Decade Of Multi-Year Tax Planning
Download White Paper
Your Experience
Why BPC?
Our Team
Douglas R. Burns Jr., CFA, CFP, CPA
Geoff Wells, CFP
Blog
FAQ
Client Login
More
Use tab to navigate through the menu items.
Geoff Wells
Nov 19, 2018
1 min
Video: Investing and Loss Aversion
Geoff Wells
Nov 18, 2018
4 min
Year-End Tax Planning – 2018 Edition
Geoff Wells
Oct 31, 2018
3 min
The Importance of Annual Enrollment
Geoff Wells
Oct 27, 2018
1 min
Recent Articles Worth Sharing
Geoff Wells
Sep 20, 2018
2 min
What Is A Financial Plan?
Geoff Wells
Sep 18, 2018
1 min
Book Review – The Checklist Manifesto
Geoff Wells
Sep 17, 2018
1 min
Why Choices Are A Bad Thing!
Geoff Wells
Jun 27, 2018
1 min
Interest Rates Rising – What To Do With Your Cash?
Geoff Wells
Jun 25, 2018
2 min
Social Security Annual Report – Should We Worry?
Geoff Wells
Jun 22, 2018
1 min
Summer Reading – A Worldly Perspective on Wealth and Facts
Geoff Wells
Jun 18, 2018
2 min
Expense Ratios – A Hidden Portfolio Drag
Geoff Wells
Jun 15, 2018
2 min
The Subscription Economy – Valuable in Moderation
Geoff Wells
Jun 12, 2018
1 min
Financial Organization – Simplified
Geoff Wells
Jun 11, 2018
1 min
Favorite Podcasts
Geoff Wells
Apr 27, 2018
2 min
Don’t Wait to Backup Your Irreplaceable Photos!
Geoff Wells
Apr 19, 2018
1 min
Tax Planning – The Next Focus in Financial Planning
Geoff Wells
Apr 10, 2018
1 min
Are Your Beneficiaries Up-To-Date?
Geoff Wells
Mar 28, 2018
1 min
Discover New Websites
Geoff Wells
Mar 21, 2018
1 min
Using 529 Accounts for Elementary and Secondary School Costs
Geoff Wells
Mar 15, 2018
1 min
3 Winning Traits for Professionals
1
2
3
4
5
bottom of page
