Navigating Life’s Milestones with Confidence: The BCA Private Wealth Way

We believe your financial future deserves more than guesswork—it deserves a clear, personalized path forward. As we continue to grow and evolve under our new name, our commitment to you remains stronger than ever. We’re proud to walk alongside you through every chapter, whether you’re celebrating a wedding, relocating, welcoming a new family member, or preparing for retirement. We’re honored to serve families and business owners with the same fiduciary care you’ve come to rely on.

Planning Together for Life’s Milestones

Life doesn’t stand still, and your financial plan shouldn’t either. As you experience meaningful changes, whether it’s a new home, a growing family, or other personal milestones, we’re here to ensure your plan reflects what matters most to you. These events are more than transactions; they’re opportunities to fine-tune your financial strategy and stay aligned with your long-term goals. As always, our team is ready to help you navigate each transition with clarity and confidence, offering the same dedicated partnership you’ve trusted for years.

Budgeting for Major Expenses

Planning ahead for major expenses, like weddings or moving fees, can help preserve your long-term wealth. Instead of relying on credit cards or dipping into investments, building a dedicated savings plan allows you to cover these significant costs without disrupting your financial goals. We help clients forecast upcoming expenses and create flexible budgets that account for both expected and unexpected needs, keeping your financial future secure.

Reviewing and Updating Estate Plans

Big life changes are an important reminder to review and update your estate documents. Whether you’re getting married, welcoming a child, or experiencing a divorce, updating your will, beneficiary designations, and powers of attorney can guarantee that your intentions are clear. We work with your estate planning attorney to make sure your assets, health directives, and family protection strategies stay up to date, so you can move forward with peace of mind.

Planning Cash Reserves for a New Home

Buying or selling a home is often one of the most significant financial decisions you’ll encounter. From down payments and moving costs to renovations and property taxes, having the appropriate cash reserves is essential. We help you plan ahead by identifying how much liquidity you need, how to balance it with your investments, and how to prepare for the ongoing costs of homeownership without derailing your broader financial plan.

Adjusting Investment Strategies

Life changes can often shift your financial priorities. If you experience a major milestone like marriage, a career change, or retirement planning adjustments, it may be time to update your investment strategy. We help you align your risk tolerance, time horizon, and asset allocation with your new goals. Staying proactive and flexible keeps your portfolio resilient and keeps you moving forward with confidence.

Supporting You Through Life’s Milestones

At BCA Private Wealth, we understand that financial success is about more than numbers; it’s about being ready for every stage of life. Whether you’re planning a wedding, buying a home, or preparing for future generations, we stand ready to help you navigate change with smart, personalized financial planning.

Here to Help You Navigate Every Life Stage

We appreciate the trust you place in our wealth team at BCA Private Wealth to guide your financial journey. If you’re preparing for a major life change, or if you simply want to review your plan to ensure it aligns with your goals, we’re here to help. Give us a call — we’re honored to walk beside you.

Golf Tip of The Week

Strong Body, Better Swing: How Fitness Can Elevate Your Golf Game

If you think golf is all about technique, think again. Today’s top golfers know that a strong, mobile, and well-conditioned body is just as important as a well-practiced swing. Whether you’re looking to add distance to your drives, improve consistency, or stay pain-free after 18 holes, fitness is the key.

This article breaks down the essential elements of a golf-focused fitness routine—strength training, core work, flexibility, mobility drills, and cardio—and explains how each one directly impacts your performance on the course. It’s not about spending hours in the gym—it’s about training smart to support your game.

Read the full article to discover simple, effective exercises that can help you play stronger, longer, and better.

Golf Tip adapted from Golf Digest. Read the full article here: Get Fit for Golf: Fitness Training Tips to Improve Your Game

Recipe Tip of The Week

Berry Hand Pies

Ingredients

For the Crust:

• 2 cups all-purpose flour, plus more for dusting
• 2 tablespoons granulated sugar
• 1/2 teaspoon kosher salt
• 1/4 teaspoon baking powder
• 1 stick cold unsalted butter, cut into small pieces
• 2 tablespoons cold vegetable shortening
• 4 to 6 tablespoons ice water

For the Filling and Glaze:

• 1 cup blueberries
• 1 cup raspberries
• 1/2 cup chopped strawberries
• 1/4 cup granulated sugar
• 1/4 teaspoon ground cardamom
• Pinch of kosher salt
• 1 tablespoon plus 2 to 3 teaspoons water
• 1 tablespoon cornstarch
• 1 tablespoon fresh lime juice
• 1 large egg, lightly beaten
• 3/4 cup confectioners’ sugar

Special Equipment: 6-quart air fryer

Directions

Make the Crust:

1. In a mixing bowl, whisk together the flour, granulated sugar, salt, and baking powder.
2. Add half of the butter and all the shortening. Rub them into the flour mixture with your fingers until the shortening is fully incorporated.
3. Add the remaining butter and work it in until the pieces are about the size of peas.
4. Using a fork, mix in 4 tablespoons of ice water. Add up to 2 more tablespoons, a little at a time, until the dough holds together when squeezed.
5. Transfer the dough onto a sheet of plastic wrap. Knead it a few times, then shape it into a disk. Wrap and refrigerate for about 2 hours, or until firm.

Make the Filling:

1. In a saucepan over medium heat, combine the berries, granulated sugar, cardamom, salt, and 1 tablespoon of water. Stir until the berries release their juices and the mixture comes to a simmer.
2. Continue cooking, stirring often, until the mixture thickens—about 10 minutes.
3. In a small bowl, whisk together the cornstarch and lime juice, then stir it into the berry mixture.
4. Cook for another 30 seconds until the filling becomes glossy. Remove from heat and let it cool, stirring occasionally.

Assemble the Hand Pies:

1. Divide the chilled dough into 8 equal pieces.
2. Working with one piece at a time, roll the dough into a ball, then flatten it on a lightly floured surface. Roll it out into a 6-inch round, dusting with flour as needed.
3. Place 2 tablespoons of the berry filling in the center. Brush the edges with beaten egg, then fold the dough over to form a semicircle.
4. Fold and crimp the edge to seal. Repeat with the remaining dough and filling.
5. Place the assembled pies in the refrigerator while you finish making the rest.

Cook:

1. Preheat your air fryer to 350°F.
2. Brush each pie with the beaten egg and cut two small slits in the top for steam to escape.
3. Working in batches, place the pies in the air fryer basket. Cook for 15 to 18 minutes, or until golden brown.
4. Transfer the cooked pies to a wire rack to cool.

Make the Glaze:

1. In a small bowl, whisk the confectioners’ sugar with 2 to 3 teaspoons of water until smooth.
2. Drizzle the glaze over the cooled hand pies before serving.

Recipe Tip adapted from Food Network. Read the full article here: Air Fryer Berry Hand Pies

Travel Tip of The Week

Sketch Your Way Around the World: A Slower, More Meaningful Way to Capture Travel Memories

Forget the camera—this week’s featured article makes the case for traveling with a sketchbook instead. Author and digital nomad Tim Brinkhof shares how sketching while abroad has helped him create deeper connections, savor moments more fully, and collect memories that are richer than any snapshot. Drawing isn’t just about art—it’s about slowing down, noticing the little things, and finding beauty in the everyday.

Read the full article to discover why your next best travel souvenir might be the one you draw yourself.

Travel Tip adapted from Travel & Leisure. Read the full article here: I Never Travel With a Camera—but I Have an Even Better Way to Capture Memories on Trips

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BCA Private Wealth
15 Halton Green Way
Greenville, SC 29607

Disclosure:

BCA Private Wealth is a registered investment adviser. The advisory services of BCA Private Wealth are not made available in any jurisdiction in which BCA Private Wealth is not registered or is otherwise exempt from registration.

Please review BCA Private Wealth Disclosure Brochure for a complete explanation of fees. Investing involves risks. Investments are not guaranteed and may lose value.

This material is prepared by BCA Private Wealth for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation or any particular security, strategy, or investment product.

No representation is being made that any account will or is likely to achieve future profits or losses similar to those shown. You should not assume that investment decisions we make in the future will be profitable or equal the investment performance of the past. Past performance does not indicate future results.