Should I Work With a Tax Professional?

Tuesday, 05 July 2022

presented by Dennis Doble

Should I Work With a Tax Professional?

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.

How Did We End Up in a Bear Market and What Comes Next

Wednesday, 22 June 2022

presented by Doble LeBranti Financial Group

How Did We End Up in a Bear Market and What Comes Next

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.

Set Financial Goals this Summer

Tuesday, 21 June 2022

Tips and Tricks to Stay Financially Fit

Set Financial Goals this Summer

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.

Strategies for Building Wealth in Your Fifties

Friday, 03 June 2022

Now is The Time to Strengthen Your Finances and Finalize Your Retirement Plans

Strategies for Building Wealth in Your Fifties

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.

Beyond the Basics of RMDs

Friday, 27 May 2022

presented by Rich LeBranti

Beyond the Basics of RMDs

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.

529 Plans: College & Legacy Planning

Thursday, 19 May 2022

presented by Alison Wilcox

529 Plans: College & Legacy Planning

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.

Dennis's Top 5 Bucket List Items

Thursday, 06 January 2022

presented by Dennis Doble, CFP

Dennis's Top 5 Bucket List Items

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!

On the Road Again by Joe Zidle

Wednesday, 02 March 2022

presented by Doble LeBranti Financial Group

On the Road Again by Joe Zidle

"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.

Rob Lovelace on the Year Ahead

Monday, 07 February 2022

presented by Doble LeBranti Financial Group

Rob Lovelace on the Year Ahead

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.

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