Tuesday, 05 July 2022
Should you work with a tax professional? While many of our clients are adept at preparing their own tax returns, we believe that it is a wise decision to work with a tax professional. Given the complexity of our clients' tax situations, a CPA can help you implement tax strategies that can save you a lot of money in the long run.
Wednesday, 22 June 2022
As inflation has risen and stock prices have fallen, we’ve heard a lot of buzz about a bear market recently. And now we’re officially here. Traditionally defined as a period during which stock prices fall 20 percent or more from recent highs, a bear market indicates significant market and economic stress. While the Nasdaq has been in a bear market for quite some time, that index is made up primarily of technology stocks, which are notoriously volatile. Now the S&P 500 has also hit this milestone. Since this index includes the largest and best-known companies across all industries, the price drops here are a better indicator of overall market stress.
Tuesday, 21 June 2022
Summer is on the horizon, and the start of a new season is always a good time to refresh your finances and set financial goals. Below we’ll discuss six ways you can clean up your habits, take positive steps forward, and enter the season with more control over your financial future.
Friday, 03 June 2022
While it’s true that it’s better to begin saving earlier rather than later, it’s not too late to start building wealth in your 50s. In this decade of life, there are still smart moves you can make to help strengthen and grow your finances. If course, as you get closer to retirement, the financial choices you make begin to carry more weight, so how you save and invest during this decade of your life will directly affect what your life looks like in retirement.
Below are four moves you can make in your 50s to build your wealth and better prepare yourself for retirement.
Friday, 27 May 2022
While the basic concepts of required distributions from retirement plans and IRAs are widely known, there are many aspects of the process that may not be fully understood. Here are five things about RMDs you might not know.
Thursday, 19 May 2022
The 529 state savings plan is a tax-advantaged college savings vehicle. Don’t let the “education” aspect prevent you from thinking of this as a potential legacy account, though. The list of qualified expenses from a 529 account continues to grow, and money can always be accessed for other purposes as well.
Thursday, 07 April 2022 Rich LeBranti
The story of how I inherited 5,000 records begins on one of the saddest days of my life, but ultimately inspired me with purpose as well as a mission to share music and a love of music with others.
Thursday, 06 January 2022
This time of year finds many of us making New Year’s resolutions. Often these involve groan-worthy topics such as weight loss and attempts to get more organized. Instead, what if you made a list of things that you are excited to do? I decided to get the ball rolling for us and share some of my top goals and bucket list items for the next five years. Every goal needs a deadline!
Wednesday, 02 March 2022
"There are secular themes unfolding that I think remain critical for investors to consider, regardless of the volatility that is likely to continue for some time." Joe Zidle of Blackstone shares insights on what we can expect in 2022 from the economy, equities, debt, the housing market, and more.
Monday, 07 February 2022
Investing in the pandemic era has raised a whole new set of challenges. But in some ways, the fundamentals haven’t changed. Corporate earnings still matter.
© DOBLE LEBRANTI FINANCIAL GROUP LLC. All rights reserved.
This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, RI, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Fixed insurance products and services offered through Doble LeBranti Financial Group or CES Insurance Agency.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck. Powered by AdvisorFlex.
