2021 Year End Planning Guide

Friday, 15 October 2021

presented by Doble LeBranti Financial Group

2021 Year End Planning Guide

With the fourth quarter of a roller-coaster year upon us, one routine remains consistent: it’s time to start organizing your finances for the new year. New rules related to the pandemic, coupled with tax and retirement changes that carried over from last year, means there’s a lot to consider. This checklist highlights some key points to help guide you as you get started. 

Apple Update

Wednesday, 29 September 2021

presented by Doble LeBranti Financial Group

Apple Update

Apple recently released iOS 15, which includes a software upgrade designed to address myriad vulnerabilities that could be exploited by malicious actors. 

Apple has released iOS 15, iPadOS 15, watchOS 8, and macOS Big Sur 11.6, all of which include important security fixes that address several flaws, most notably the Pegasus spyware bug, a zero-day (i.e., previously unknown) vulnerability. The fix plugs a hole in iMessage software that could allow hackers to infect an Apple device remotely without your knowledge or the need for you to click any links.  Read on to learn more.

Five Predictions for the Future of Media

Thursday, 23 September 2021

presented by Doble LeBranti Financial Group

Five Predictions for the Future of Media

With remarkable speed, the COVID-19 pandemic has accelerated select investment themes across a number of industries. Nowhere is that truer than the media and entertainment sectors where technological advances and work-from-home trends are rapidly changing the landscape.

Do-Over Options for Social Security Claiming Decisions

Tuesday, 21 September 2021

presented by Doble LeBranti Financial Group

Do-Over Options for Social Security Claiming Decisions

If you claim your social security benefits and then realize doing so might not have been in your best interest, you may have an opportunity for a do-over. There are three strategies that may apply, depending on your individual circumstances. Let’s take a look at each one.

Build Good Money Habits in Your Children

Thursday, 02 September 2021

by Jack Whitley with contributions from Dennis Doble and Alison Wilcox

Build Good Money Habits in Your Children

When it comes to building good money habits in children, experience is the best teacher. Here are a few ways you can help ensure that your children will be financially responsible for years to come.

Answers to Your 5 Biggest Investment Concerns

Thursday, 29 July 2021

presented by Doble LeBranti Financial Group

Answers to Your 5 Biggest Investment Concerns

Markets have been climbing a wall of worry in 2021, reaching record highs even as investors brace for the possibility of elevated inflation, rising interest rates, runaway debt and a bitcoin bubble. With so much to trouble investors, many are wondering how these uncertain times will affect their portfolios.  

Life Insurance Beneficiary Mistakes to Avoid

Friday, 23 July 2021

presented by Doble LeBranti Financial Group

Life Insurance Beneficiary Mistakes to Avoid

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's beneficiaries should be a relatively straightforward task. However, there are several situations that can easily lead to unintended and adverse consequences which you will want to avoid. 

What to Consider When Receiving an Inheritance

Thursday, 08 July 2021

presented by Doble LeBranti Financial Group

What to Consider When Receiving an Inheritance

It is sometimes said that an inheritance is both a blessing and a curse—a blessing because it may provide you with financial resources that can help you to achieve goals that you were previously unable to achieve, and a curse because it usually means that a loved one has died.

Whatever your circumstances are, it is important to manage your inheritance well. We have compiled a list of some important considerations as you begin to plan your next steps.

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