It's Here: What You Need to Know About SECURE 2.0

presented by Dennis Doble

It's Here: What You Need to Know About SECURE 2.0

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. As such, it encompasses many aspects of financial planning and retirement saving.

A 2023 Outlook: It Will Be Better Than It Looks

Tuesday, 03 January 2023

presented by Doble LeBranti Financial Group

A 2023 Outlook: It Will Be Better Than It Looks
As we close out this year and look ahead to 2023, multiple questions may arise. As citizens, as workers, and as family members, we want to know: will we have a recession, and what will that mean for my loved ones and me? As investors, we watch the markets after a difficult 2022 and want to know: will we see a rebound or more declines? Overall, with everything that is happening, we wonder whether we might get something even worse, like a repeat of the Great Financial Crisis of 2008. Worry levels are high, and that is coloring everyone’s perception of the year ahead.

The Benefits of Raising Financially Aware Children

Wednesday, 28 December 2022 Kieran Lynch

The Benefits of Raising Financially Aware Children

Educating children on various concepts surrounding the value of money can be very beneficial to both you and your child. While that may seem obvious, statistics show that that most children are not financially aware, primarily due to the lack of financial education in pre-university schooling. Set your child up for success during childhood by teaching them about finances at home.  Use these suggestions to get started!

Famous People Who Died Without Proper Planning

Friday, 16 December 2022

presented by Doble LeBranti Financial Group

Famous People Who Died Without Proper Planning

The importance of proper estate planning cannot be overstated, regardless of the size of your estate or the stage of life you're in. Nevertheless, it's surprising how many American adults haven't put a plan in place.

You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly. Yet plenty of celebrities and people of note have died with inadequate or nonexistent estate plans.

Nine Estate Planning Considerations

Monday, 28 November 2022

by Robert Hackley with contributions from Rich LeBranti

Nine Estate Planning Considerations

Most people agree that while planning for illness and death is not an enjoyable task, it is a crucial one. The process of creating a will and estate plan may seem overwhelming, but this article will discuss the variety of ways that you may use to make this process easier.

Can midterm elections move markets? 5 charts to watch

Tuesday, 08 November 2022

presented by Doble LeBranti Financial Group

Can midterm elections move markets? 5 charts to watch

In a year when soaring inflation, the war in Ukraine and a bear market have commanded headlines, the U.S. midterm elections risked becoming an afterthought. But now the election is coming back into focus. And with good reason. Capital Group political economist Matt Miller believes 2022 could be one of the more consequential midterm elections in U.S. history.

Your Guide to Year-End Financial Planning for 2022

Tuesday, 01 November 2022

presented by Kieran Lynch

Your Guide to Year-End Financial Planning for 2022

As 2022 comes to a close, you’ll want to reassess your financial goals, examine any life changes that will affect your saving or spending, and learn about recent developments in the world of taxes and finance that might benefit you. So, before you head to your annual meeting with your financial advisor, read over these questions and use them as a helpful guide for your conversation.

Why Some of Us Are More Likely to Be Targets of Cybercrime

Wednesday, 12 October 2022

presented by Alison Wilcox

Why Some of Us Are More Likely to Be Targets of Cybercrime
Each year, the incidence of identity theft rises, but did you know that cybercriminals actually prey on some groups of people more often than others?  Who are these more vulnerable victims? Why are they more likely to be the targets of cyberscams?

Three Ways to Incorporate Life Insurance in Estate Planning

Tuesday, 27 September 2022 Kieran Lynch

Three Ways to Incorporate Life Insurance in Estate Planning

Life insurance is a great way to ensure your loved ones have enough resources to live a fruitful life after you pass away. Not only can life insurance assist with immediate financial needs, but it can also be utilized as a valuable estate planning tool. Here are a few ways life insurance can help conserve and protect your estate.

Defer Real Estate Capital Gains Taxes with a 1031 Exchange

Thursday, 22 September 2022

by Michael Gurney with contributions from Dennis Doble

Defer Real Estate Capital Gains Taxes with a 1031 Exchange

Have you ever heard of a 1031 Exchange? This is a little-known opportunity that could potentially save you thousands of dollars. A 1031 Exchange can be utilized when you sell an investment property and exchange it for another investment property of equal or higher value.  We'll explain how it works.

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