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.

Creating a Household Budget

Tuesday, 21 December 2021

by Jack Whitley with contributions from Dennis Doble and Alison Wilcox

Creating a Household Budget

Creating a household budget is an essential part of monitoring personal finances and can ensure that your money is being spent wisely. For those without a current budget, starting one may seem like a daunting task, however, this article provides a basic guideline and an online worksheet to get you started on basic household budget construction. 

Supply-Chain Chaos: Holiday Edition

Friday, 03 December 2021

presented by Rich LeBranti

Supply-Chain Chaos: Holiday Edition

The supply chain is the network by which products flow from the factories of suppliers to the inventories of retailers where we shop.  Workers can't keep up with the rush of container ships arriving from overseas, plus we are experiencing increased freight and labor costs which lead to higher prices.  The good news is that many businesses responded nimbly to challenging conditions this year, and some consumers have been proactive too.  Here's a glimpse into how these kinks in the supply chain might affect your holiday shopping in 2021.

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