Thursday, 20 May 2021
If you make significant gifts to your children or someone else's children, or if someone else makes gifts to your children, there are a number of things to consider when it comes to income tax issues. Here are a few things to bear in mind.
Wednesday, 28 April 2021
In late December 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. The bill included several provisions related to education, including $22.7 billion for colleges and universities. Here are some key highlights.
Friday, 16 April 2021
Dennis Doble, CFP was recently quoted in WealthManagement.com's "The Stoic's Guide to Financial Management" by John Kador.
Doble educates clients that financial performance suffers when emotions are allowed to control investment decisions. Stoic practice extends this principle to every aspect of life. “Lack of emotion or immediate reaction does not equal lack of caring,” Doble says.
Wednesday, 14 April 2021
We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes.
Everyone wants financial security. But women often face unique obstacles that can affect their ability to achieve it. Let's look at some of these potential headwinds.
On the path to financial security, it's important for women to understand what they might be up against, financially speaking:
Friday, 19 March 2021 Dennis Doble
After-tax contributions to 401(k) plans allow an employee to increase their annual retirement plan contributions by another $38,500 per year. This Mega Roth IRA is a great way to accumulate more savings and provide yourself with tax-free income in retirement. This is an awesome benefit and one of my personal favorite planning techniques.
Thursday, 11 February 2021
If you are confused, concerned, intrigued — or a combination of all three — here are answers to some questions you may have about the recent market volatility triggered by "meme" stocks, an Internet term for stocks heavily promoted through social media.
Wednesday, 03 February 2021
For young adults, credit cards can an excellent tool for building credit history, renting an apartment, or establishing financial independence, but they should be used wisely. Follow these dos and don'ts to ensure that you or your adult children are reaping the benefits of being a credit card holder without falling into potential pitfalls.
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