The Tale of Tom Brady and an HSA

Tuesday, 29 December 2020 Dennis Doble

by Dennis Doble, CFP

The Tale of Tom Brady and an HSA

Does triple tax free sound good to you?  I hope so.  HSAs (Health Savings Accounts) are one of the few investments out there that can qualify as such.  Here is how they work:

Recent Increase in Cyber-Hacking Attempts

Tuesday, 08 December 2020

presented by Doble LeBranti Financial Group

Recent Increase in Cyber-Hacking Attempts

Commonwealth Financial Network®, our RIA–broker/dealer, has detected an increase in cyber-hacking attempts over the holiday period. Please be especially vigilant against suspicious emails, texts, and websites.

Sharing Your Money Values Can Be Part of Your Legacy

Tuesday, 08 December 2020

presented by Doble LeBranti Financial Group

Sharing Your Money Values Can Be Part of Your Legacy

When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. However, sitting down together may not be easy, because money is a complicated and emotionally charged topic. Rather than avoiding the subject, you can still lay the groundwork for the future by identifying and sharing your money values - the principles that guide your financial decisions.

Aging Gracefully

Wednesday, 02 December 2020

Ways to stay active and get better as you age

Aging Gracefully

Aging gracefully is not an art. It’s an integral part of several sciences. Here’s a look at four key areas that affect how you age, plus practical tips for navigating each as you move through different phases of aging.

US Election Results Bring Policy Priorities Into Focus

Thursday, 12 November 2020

presented by Doble LeBranti Financial Group

US Election Results Bring Policy Priorities Into Focus

Now that the results of last week’s U.S. elections are coming into focus, investor attention is shifting to the policy implications of a Joe Biden presidency. Bottom line: Don’t expect big, sweeping changes in the years ahead.

Tips for Women Who Are Living in the Sandwich Generation

Wednesday, 11 November 2020

presented by Doble LeBranti Financial Group

Tips for Women Who Are Living in the Sandwich Generation

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents.  If you find yourself sandwiched between caregiving demands, here are some strategies to navigate this life phase.

Recovery watch: When will growth return?

Monday, 26 October 2020

presented by Doble LeBranti Financial Group

Recovery watch: When will growth return?

COVID-19 has forced economists to become students of virology.

“The virus is the economy,” says Capital Group U.S. economist Jared Franz. “All economic growth forecasts depend on the trajectory of the virus — whether it gets better or worse, whether we can develop an effective vaccine and whether government stimulus measures will continue to help bridge the income gap for workers who have been displaced by this unprecedented downturn.”

So when is growth likely to return to pre-pandemic levels?

Social Security Retirement Benefits: Answers to FAQs

Wednesday, 26 August 2020

presented by Doble LeBranti Financial Group

Social Security Retirement Benefits: Answers to FAQs

In this article, we address some common concerns about collecting social security retirement benefits, including the effects of part-time work and other earnings on benefits, the age at which you may begin collecting, and spousal benefits.

529 Plans: Qualified and Non-Qualified Expenses

Wednesday, 05 August 2020

presented by Doble LeBranti Financial Group

529 Plans: Qualified and Non-Qualified Expenses

You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with a family member’s education-related costs. But before you begin withdrawing those funds, it’s important to understand the difference between qualified and nonqualified expenses.

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