New Changes to College Financial Aid and Education Tax Benefits

Wednesday, 28 April 2021

presented by Doble LeBranti Financial Group

New Changes to College Financial Aid and Education Tax Benefits

In late December 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. The bill included several provisions related to education, including $22.7 billion for colleges and universities. Here are some key highlights.

Dennis Doble, CFP Quoted by Wealth Management

Friday, 16 April 2021

Dennis Doble, CFP Quoted by Wealth Management

Dennis Doble, CFP was recently quoted in WealthManagement.com's "The Stoic's Guide to Financial Management" by John Kador.  

Doble educates clients that financial performance suffers when emotions are allowed to control investment decisions. Stoic practice extends this principle to every aspect of life. “Lack of emotion or immediate reaction does not equal lack of caring,” Doble says. 

How Women are Different from Men, Financially Speaking

Wednesday, 14 April 2021

How Women are Different from Men, Financially Speaking

We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes.

Everyone wants financial security. But women often face unique obstacles that can affect their ability to achieve it. Let's look at some of these potential headwinds.

SOME KEY DIFFERENCES

On the path to financial security, it's important for women to understand what they might be up against, financially speaking:

The Mega Roth IRA

Friday, 19 March 2021 Dennis Doble

how to make the most of your after-tax 401(k)

The Mega Roth IRA

After-tax contributions to 401(k) plans allow an employee to increase their annual retirement plan contributions by another $38,500 per year.  This Mega Roth IRA is a great way to accumulate more savings and provide yourself with tax-free income in retirement.  This is an awesome benefit and one of my personal favorite planning techniques.

Immunity is Closer Than You Think

Wednesday, 03 March 2021

presented by Doble LeBranti Financial Group

Immunity is Closer Than You Think

While the US has been a focus for criticism throughout the COVID-19 pandemic, its vaccine rollout has so far been the envy of the world. Since Operation Warp Speed eliminated many of the bureaucratic hurdles to FDA approval and helped deliver a vaccine in record time, the US has been steadily growing its distribution system. 

GameStop, Reddit, and Market Mania

Thursday, 11 February 2021

presented by Doble LeBranti Financial Group

GameStop, Reddit, and Market Mania

If you are confused, concerned, intrigued — or a combination of all three — here are answers to some questions you may have about the recent market volatility triggered by "meme" stocks, an Internet term for stocks heavily promoted through social media.

Credit Card Dos and Don'ts

Wednesday, 03 February 2021

presented by Doble LeBranti Financial Group

Credit Card Dos and Don'ts

For young adults, credit cards can an excellent tool for building credit history, renting an apartment, or establishing financial independence, but they should be used wisely.  Follow these dos and don'ts to ensure that you or your adult children are reaping the benefits of being a credit card holder without falling into potential pitfalls.

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