Friday, 03 March 2023
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
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
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
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!
© DOBLE LEBRANTI FINANCIAL GROUP LLC. All rights reserved.
This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, TX, VA, VT, WA, 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.
