Beyond the Basics of RMDs

Friday, 27 May 2022

presented by Rich LeBranti

Beyond the Basics of RMDs

While the basic concepts of required distributions from retirement plans and IRAs are widely known, there are many aspects of the process that may not be fully understood.  Here are five things about RMDs you might not know.

529 Plans: College & Legacy Planning

Thursday, 19 May 2022

presented by Alison Wilcox

529 Plans: College & Legacy Planning

The 529 state savings plan is a tax-advantaged college savings vehicle. Don’t let the “education” aspect prevent you from thinking of this as a potential legacy account, though. The list of qualified expenses from a 529 account continues to grow, and money can always be accessed for other purposes as well.

Dennis's Top 5 Bucket List Items

Thursday, 06 January 2022

presented by Dennis Doble, CFP

Dennis's Top 5 Bucket List Items

This time of year finds many of us making New Year’s resolutions. Often these involve groan-worthy topics such as weight loss and attempts to get more organized. Instead, what if you made a list of things that you are excited to do? I decided to get the ball rolling for us and share some of my top goals and bucket list items for the next five years. Every goal needs a deadline!

On the Road Again by Joe Zidle

Wednesday, 02 March 2022

presented by Doble LeBranti Financial Group

On the Road Again by Joe Zidle

"There are secular themes unfolding that I think remain critical for investors to consider, regardless of the volatility that is likely to continue for some time."  Joe Zidle of Blackstone shares insights on what we can expect in 2022 from the economy, equities, debt, the housing market, and more.

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