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.

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.

Donor Advised Funds for Charitable Giving

Wednesday, 10 November 2021

by Jack Whitley with contributions from Dennis Doble and Alison Wilcox

Donor Advised Funds for Charitable Giving

Are you someone who wants to give back by donating to a charitable organization? If so, let us introduce you to donor-advised funds, the fastest growing charitable gift strategy for investors. 

RSU and Options Planning

Tuesday, 26 October 2021 Dennis Doble

by Dennis Doble, CFP

RSU and Options Planning

Does your compensation package include options, restricted stock units or restricted stock awards? Are you able to participate in an Employee Stock Purchase Plan? These types of compensation can greatly enhance the value of your overall compensation package. They can also produce some headaches when it comes to understanding the details of each type of compensation and the best way to turn them into future dollars. Having a plan in place can help minimize future taxes and prevent you from relying too much on one company for both your income and your investments.

2021 Year End Planning Guide

Friday, 15 October 2021

presented by Rich LeBranti

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. 

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