US Election Results Bring Policy Priorities Into Focus

Friday, 13 November 2020

presented by Doble LeBranti Financial Group

US Election Results Bring Policy Priorities Into Focus

Now that the results of last week’s U.S. elections are coming into focus, investor attention is shifting to the policy implications of a Joe Biden presidency. Bottom line: Don’t expect big, sweeping changes in the years ahead.

Year End 2020 Tax Tips

Wednesday, 04 November 2020

presented by Doble LeBranti Financial Group

Year End 2020 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year, including accelerating deductions, making changes to 401(k) contributions, and whether to take RMDs.

Tips for Women Who Are Living in the Sandwich Generation

Thursday, 12 November 2020

presented by Doble LeBranti Financial Group

Tips for Women Who Are Living in the Sandwich Generation

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents.  If you find yourself sandwiched between caregiving demands, here are some strategies to navigate this life phase.

Recovery watch: When will growth return?

Tuesday, 27 October 2020

presented by Doble LeBranti Financial Group

Recovery watch: When will growth return?

COVID-19 has forced economists to become students of virology.

“The virus is the economy,” says Capital Group U.S. economist Jared Franz. “All economic growth forecasts depend on the trajectory of the virus — whether it gets better or worse, whether we can develop an effective vaccine and whether government stimulus measures will continue to help bridge the income gap for workers who have been displaced by this unprecedented downturn.”

So when is growth likely to return to pre-pandemic levels?

6 Tips for Smoother At-Home Learning

Friday, 18 September 2020

presented by Doble LeBranti Financial Group

6 Tips for Smoother At-Home Learning

For those of you with children and grandchildren doing any form of online learning, we wanted to provide you with a very informative e-book that covers:

  • Establishing routines and expectations that really work
  • Creating ideal spaces for virtual learning
  • Keeping kids focused while learning online
  • Minimizing distractions from video games and other screens
  • Balancing your child’s schooling with your own remote workload

Click here to access the e-book. Thank you to Ann Dolin, M.E.d from Educational Connections for the great info!

Social Security Retirement Benefits: Answers to FAQs

Thursday, 27 August 2020

presented by Doble LeBranti Financial Group

Social Security Retirement Benefits: Answers to FAQs

In this article, we address some common concerns about collecting social security retirement benefits, including the effects of part-time work and other earnings on benefits, the age at which you may begin collecting, and spousal benefits.

Investing in an Election Year

Thursday, 13 August 2020

presented by Doble LeBranti Financial Group

Investing in an Election Year

Investing during an election year can be tough on the nerves, and 2020 promises to be no different. Politics can bring out strong emotions and biases, but investors would be wise to put these aside when making investment decisions.

There’s nothing wrong with wanting your candidate to win, but investors can run into trouble when they place too much importance on election results. That’s because elections have, historically speaking, made essentially no difference when it comes to long-term investment returns.

529 Plans: Qualified and Non-Qualified Expenses

Thursday, 06 August 2020

presented by Doble LeBranti Financial Group

529 Plans: Qualified and Non-Qualified Expenses

You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with a family member’s education-related costs. But before you begin withdrawing those funds, it’s important to understand the difference between qualified and nonqualified expenses.

The Changing College Landscape

Thursday, 16 July 2020

presented by Doble LeBranti Financial Group

The Changing College Landscape

The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything else. Not only has COVID-19 impacted short-term college operations and student summer plans, but the virus could end up being the catalyst that changes the model of higher education in the long term. Here are some things to know about the changing college landscape.

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