How Financial Advisors Can Assist Generation Z

Wednesday, 09 August 2023

by Juliana Angiuoni, summer intern from Malden Catholic HS

How Financial Advisors Can Assist Generation Z

Many people think that only middle-aged people with a lot of money have financial advisors, however, anyone can connect with an advisor. In reality, the sooner one learns financial literacy and gets their finances managed the better off they will be. Here are some ways a young person can get help from an advisor:

The Social Portfolio

presented by Doble LeBranti Financial Group

The Social Portfolio

Our collection of friends makes up our social portfolio, and like our financial portfolios, our social portfolio is dynamic.

A Midyear Check-In with Your Financial Advisor

Tuesday, 27 June 2023

presented by Alison Wilcox

A Midyear Check-In with Your Financial Advisor

The year is flying by. As life gets busy, your financial planning can sometimes fall by the wayside. Luckily, we’re in the business of helping you meet your goals.

We present, “A Midyear Check-In with Your Financial Advisor,” which contains a list of conversation points to discuss with your advisor to ensure that you’re on the right track and heading toward a successful year-end. Bring it with you to your midyear meeting—or simply use it to spark ideas about topics you might want to discuss over the phone or via email.

529 Plan Highlights

Thursday, 15 June 2023

presented by Rich LeBranti

529 Plan Highlights

A 529 Plan is a tax-advantaged savings plan designed to help you save in advance to pay for college expenses like tuition, books and campus housing.   Funds can be used to pay for expenses at many four-year universities, community college, trade schools, technical schools, and culinary schools.  Read on to see if a 529 Plan makes sense for you.

The Best Thing I've Done for My Children in 2023

Wednesday, 03 May 2023 Dennis Doble

The Best Thing I've Done for My Children in 2023

My wife, Val, and I recently updated our estate documents, something I regularly advise my clients to do.  While I felt a sense of accomplishment arter completing this task, my sense of personal fulfilment came from completing my own, personal letters to my children.  Here is how I did it.

Protect Yourself from Tax Season Scams

Friday, 03 March 2023

presented by Rich LeBranti

Protect Yourself from Tax Season Scams

During tax season, while many of us are busy gathering documents and meeting with our CPAs, scammers are also busy finding ways to gain access to our personal information.  Here are some popular scams and how to avoid them.

Caring for an Aging Parent

Wednesday, 08 February 2023

presented by Alison Wilcox

Caring for an Aging Parent

Caring for aging parents can be a difficult planning aspect to balance. If you are among the “sandwich generation,” you may be trying to support your aging parents as well as your own children. Today, individuals are living longer than before, so it is better to be prepared.

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