College Student Financial Tips for the Young People in Your Life

Wednesday, 20 July 2022

How to Help a New College Student Prepare for Success

College Student Financial Tips for the Young People in Your Life

The first semester of college is an exciting time, and the perfect moment to pass along financial tips for your new college student. Oftentimes, it’s the first chance young people have to leave the nest, spread their wings, and experience the ups and downs that come with financial freedom.

Your kids have come a long way from the days of the tooth fairy and piggy banks as fiscal cornerstones. It’s critical that young people enter into this next stage of life with everything they need to not only succeed academically, but financially, too. The college student financial tips below are helpful topics to discuss with the new college students in your life to help them start off on the right foot.

Should I Work With a Tax Professional?

Tuesday, 05 July 2022 Dennis Doble

Should I Work With a Tax Professional?

Should you work with a tax professional?  While many of our clients are adept at preparing their own tax returns, we believe that it is a wise decision to work with a tax professional.  Given the complexity of our clients' tax situations, a CPA can help you implement tax strategies that can save you a lot of money in the long run.

How Did We End Up in a Bear Market and What Comes Next

Wednesday, 22 June 2022

presented by Doble LeBranti Financial Group

How Did We End Up in a Bear Market and What Comes Next

As inflation has risen and stock prices have fallen, we’ve heard a lot of buzz about a bear market recently. And now we’re officially here. Traditionally defined as a period during which stock prices fall 20 percent or more from recent highs, a bear market indicates significant market and economic stress. While the Nasdaq has been in a bear market for quite some time, that index is made up primarily of technology stocks, which are notoriously volatile. Now the S&P 500 has also hit this milestone. Since this index includes the largest and best-known companies across all industries, the price drops here are a better indicator of overall market stress.

Set Financial Goals this Summer

Tuesday, 21 June 2022

Tips and Tricks to Stay Financially Fit

Set Financial Goals this Summer

Summer is on the horizon, and the start of a new season is always a good time to refresh your finances and set financial goals. Below we’ll discuss six ways you can clean up your habits, take positive steps forward, and enter the season with more control over your financial future.

Strategies for Building Wealth in Your Fifties

Friday, 03 June 2022

Now is The Time to Strengthen Your Finances and Finalize Your Retirement Plans

Strategies for Building Wealth in Your Fifties

While it’s true that it’s better to begin saving earlier rather than later, it’s not too late to start building wealth in your 50s. In this decade of life, there are still smart moves you can make to help strengthen and grow your finances. If course, as you get closer to retirement, the financial choices you make begin to carry more weight, so how you save and invest during this decade of your life will directly affect what your life looks like in retirement.

Below are four moves you can make in your 50s to build your wealth and better prepare yourself for retirement.

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