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.
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