Friday, 23 July 2021
Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's beneficiaries should be a relatively straightforward task. However, there are several situations that can easily lead to unintended and adverse consequences which you will want to avoid.
Thursday, 08 July 2021
It is sometimes said that an inheritance is both a blessing and a curse—a blessing because it may provide you with financial resources that can help you to achieve goals that you were previously unable to achieve, and a curse because it usually means that a loved one has died.
Whatever your circumstances are, it is important to manage your inheritance well. We have compiled a list of some important considerations as you begin to plan your next steps.
Tuesday, 25 May 2021
The world in 2030 may seem a long way off, but at Capital Group we spend a lot of time thinking about the distant future.
We asked our investment team to look in their crystal balls to envision how life may change by the end of the decade. Here are seven portfolio managers’ perspectives on the world in 2030, and how these shifting trends influence their investment decisions.
1. COVID could be this generation's Pearl Harbor
2. Cash is an endangered species
3. A cure for cancer may be around the corner
4. Health care innovation reaches warp speed
5. Renewable energy powers the world
6. Electric and autonomous vehicles hit the fast lane
7. What's not changing? Successful investing
Friday, 21 May 2021
The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward. Mid-year is an ideal time to do so, because the planning opportunities are potentially greater than if you waited until the end of the year. Here are some recommendations about what to review at this time.
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:
© DOBLE LEBRANTI FINANCIAL GROUP LLC. All rights reserved.
This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, TX, VA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Fixed insurance products and services offered through Doble LeBranti Financial Group or CES Insurance Agency.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck. Powered by AdvisorFlex.
