Friday, 03 March 2023
presented by Rich LeBranti
During tax season, while many of us are busy gathering documents and meeting with our CPAs, scammers are also busy finding ways to gain access to our personal information. Here are some popular scams and how to avoid them.
Thursday, 02 March 2023
Dennis Doble
From football to his favorite books to WFH trends, Dennis shares his thoughts on current events...
Wednesday, 08 February 2023
presented by Alison Wilcox
Caring for aging parents can be a difficult planning aspect to balance. If you are among the “sandwich generation,” you may be trying to support your aging parents as well as your own children. Today, individuals are living longer than before, so it is better to be prepared.
Thursday, 16 February 2023
by Dennis Doble with contributions from Michael Gurney and Alison Wilcox
Giving your RMD to charity can have favorable tax consequences. If you have retirement accounts and are over age 72, you are subject to annual Required Minimum Distributions (RMDs), essentially required withdrawals from your IRAs and other tax-deferred accounts. These RMDs are taxed as income, and depending upon your circumstances, may even push you into a higher tax bracket. If you are someone who donates to charity, a Qualified Charitable Distribution (QCD) might be a good option to both minimize current income for tax purposes, as well as maximize the amount of your charitable donation.
Wednesday, 08 February 2023
presented by Doble LeBranti Financial Group
Stephen King once said: “Books are a uniquely portable magic.”
Many of our readers must agree because we’ve received numerous requests to publish a list of favorite books selected by Capital Group investment professionals during our monthly webinars. So, here you have it, 10 titles borrowed directly from the bookshelves of our portfolio managers, analysts and economists.
Be sure to scroll to the bottom for a few recommendations from Dennis and Rich!