BCS Wealth Management

06/15/2026

Not all financial advisors are the same. Before you commit to anyone, there are three questions worth asking:⁠
Fiduciary status, fee structure, and what his or her planning process looks like beyond just managing investments.⁠
If they can't answer all three clearly, keep looking.⁠
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We are happy to walk you through how we answer each one. Check out the FAQs on our website.
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📍 BCS Wealth | Johnson City, TN⁠
☎️ (423) 283-9821⁠
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06/12/2026

We’re proud to share that Eliza Parton has earned the CERTIFIED FINANCIAL PLANNER® certification.⁠
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CFP® professionals have met CFP Board's rigorous requirements for education, examination, experience, and ethics, and commit to serving their clients' best interests.⁠
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At BCS Wealth Management, we believe in pursuing excellence in everything we do, after all, it's one of our core values! Eliza’s accomplishment is a great example of that commitment in action, and we’re excited for the continued impact she’ll make for our clients and community.⁠
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Please join us in congratulating Eliza Parton, CFP® on this milestone!⁠
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CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.⁠
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06/08/2026

📅 Almost half the year is gone. Here's what a mid-year financial check-in looks like.⁠
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Beneficiaries, withholdings, and where your extra cash is working for you... three things worth a second look before Q3.⁠
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📌 Send this to someone who needs the reminder. ⁠
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BCS Wealth serves families and professionals across Johnson City, Kingsport, and Bristol. ⁠
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Call us to start the conversation.⁠
📍 BCS Wealth | Johnson City, TN⁠
☎️ (423) 283-9821⁠
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This content is for informational purposes only and does not constitute tax, legal, or financial advice. Please consult a qualified professional.⁠
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06/05/2026

Retirement planning for couples is about more than the numbers.⁠
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The conversations that matter most tend to be the ones couples keep putting off: where you'll live, when you'll each stop working, what happens if one of you needs care down the road.⁠
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Swipe through the questions worth asking before retirement arrives.⁠
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BCS Wealth helps families and couples across Johnson City, Kingsport, and Bristol work through the financial and personal side of retirement planning and wealth management. Link in bio.⁠
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📍 BCS Wealth | Johnson City, TN⁠
☎️ (423) 283-9821⁠
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*BCS Wealth is not affiliated with Ameriprise Financial, Fidelity Investments, or the U.S. Department of Health & Human Services. Statistical data is provided for informational purposes only and does not constitute financial, legal, or medical advice.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

06/03/2026

✍️ So you set up a trust. You signed the paperwork and figured your assets and family were protected.⁠
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But, signing the document is just step one. A trust only protects what's actually been moved into it. ⁠
📌Your real estate may still need to be retitled in the name of the trust. ⁠
📌Your bank and investment accounts may need to be transferred. ⁠
📌Your insurance policies may need to be reviewed and updated. ⁠
Your estate may still go through probate. Your family may still face the delays and costs you were hoping to avoid.⁠
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Trusts involve a complex set of rules and regulations. Working with a qualified professional can help make sure what you've built is aligned with your estate plan.⁠
That's what we're here for.⁠
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BCS Wealth works with people and their attorneys across the Tri-Cities area on financial and estate plans aimed at protecting both families and assets.⁠
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📍 BCS Wealth | Johnson City, TN⁠
☎️ (423) 283-9821⁠
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05/30/2026

Happy Birthday, Emily! 🏍🎉 Here's to another year of chasing adventures on your Harley. We know a thing or two about planning for the journey, and you make every mile a little more fun. Wishing you a day that's as bold and unforgettable as you are!

05/29/2026

College costs aren't slowing down, with an estimated average cost of $45,780 a year for out-of-state public tuition, $60,920 for private.* Costs vary by school and state, but the trend is clear. If that number made you flinch, a 529 plan is worth understanding. At BCS Wealth in Johnson City, TN, we help families in the Tri-Cities area figure out how to save for education without derailing everything else. Tax-free growth for qualified education expenses, flexible use, and more options than most people realize. ⁠
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Visit us online at link in bio or call (423) 283-9821. 📚⁠
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*Source: Fidelity Investments, "How Much to Save for College," fidelity.com (2026). Figures are estimates and vary by institution.⁠
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This content is for informational purposes only and does not constitute financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation. ⁠
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05/25/2026

🇺🇸Today we pause to honor the men and women who gave everything in service to this country.🇺🇸

From our team to yours, thank you.

BCS Wealth will be closed in observance of Memorial Day. We'll be back Tuesday, ready to help you build the future they fought for.

BCS Wealth | Johnson City, TN | (423) 283-9821

05/23/2026

👨‍🎓 Your kid walking across that college graduation stage doesn't mean your financial support ends. For many parents, it doesn't.

If you're in the Tri-Cities area and quietly subsidizing an adult child while your own retirement sits on the back burner, you're not alone. At BCS Wealth in Johnson City, TN, we help parents figure out what intentional support actually looks like, so you can be generous without shortchanging yourself.

Visit us online or call (423) 283-9821. 📊

*Statistics cited from AARP's 2025 "Parents, Adult Children, and Money" survey. Survey data reflects national averages and may not represent all individuals or situations. This content is for informational purposes only and does not constitute financial advice. Please consult a qualified financial professional regarding your specific circumstances. ⁠