Friday, 16 December 2022
presented by Doble LeBranti Financial Group
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.
Monday, 28 November 2022
by Robert Hackley with contributions from Rich LeBranti
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.
Tuesday, 08 November 2022
presented by Doble LeBranti Financial Group
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.
Tuesday, 01 November 2022
presented by Kieran Lynch
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.
Wednesday, 12 October 2022
presented by Alison Wilcox
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?
Tuesday, 27 September 2022
Kieran Lynch
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.
Thursday, 22 September 2022
by Michael Gurney with contributions from Dennis Doble
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.
Tuesday, 06 September 2022
presented by Doble LeBranti Financial Group
Over the past year, we’ve seen significant price increases caused by pandemic-related shutdowns, supply chain disruptions, labor shortages, the war in Ukraine, and a host of other influences. The Consumer Price Index (CPI), a key measure of inflation, reached 9.1 percent in June 2022, setting a 40-year high. Prices for almost everything, including used cars, housing, gas, and groceries, have been prominently affected.
Here, we’ve answered common questions to help you better understand inflation, its influence on the economy, and how it can affect your retirement planning efforts.
Thursday, 01 September 2022
presented by Doble LeBranti Financial Group
Whether it’s the ongoing Covid-19 pandemic; a sudden boost in prices related to gas, food, housing, and other essentials; supply chain hiccups; or an uncertain labor market, the stock market has seen plenty of ups and downs over the past six months. As always, it’s impossible to predict what the market will do on any given day, but it’s always a good idea to take deep, measured breaths and focus on basic money mantras. Doing so can help you push through any anxiety you may feel regarding your retirement account (no yoga pose required).
Tuesday, 16 August 2022
presented by Alison Wilcox
As fall quickly approaches, so do the seasons of giving thanks, giving gifts, and for many, giving back. In fact, according to the 2021 Charitable Giving Report by the Blackbaud Institute, a cloud software company serving the nonprofit and social good community, 37 percent of all charitable giving happens in October, November, and December. When you plan to donate to any charitable organization, including via social media, do your research. Here, we answer common questions about this accessible method of giving.
