Year End 2020 Tax Tips

Tuesday, 03 November 2020

presented by Doble LeBranti Financial Group

Year End 2020 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year, including accelerating deductions, making changes to 401(k) contributions, and whether to take RMDs.

Tips for Women Who Are Living in the Sandwich Generation

Wednesday, 11 November 2020

presented by Doble LeBranti Financial Group

Tips for Women Who Are Living in the Sandwich Generation

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents.  If you find yourself sandwiched between caregiving demands, here are some strategies to navigate this life phase.

Recovery watch: When will growth return?

Monday, 26 October 2020

presented by Doble LeBranti Financial Group

Recovery watch: When will growth return?

COVID-19 has forced economists to become students of virology.

“The virus is the economy,” says Capital Group U.S. economist Jared Franz. “All economic growth forecasts depend on the trajectory of the virus — whether it gets better or worse, whether we can develop an effective vaccine and whether government stimulus measures will continue to help bridge the income gap for workers who have been displaced by this unprecedented downturn.”

So when is growth likely to return to pre-pandemic levels?

Social Security Retirement Benefits: Answers to FAQs

Wednesday, 26 August 2020

presented by Doble LeBranti Financial Group

Social Security Retirement Benefits: Answers to FAQs

In this article, we address some common concerns about collecting social security retirement benefits, including the effects of part-time work and other earnings on benefits, the age at which you may begin collecting, and spousal benefits.

529 Plans: Qualified and Non-Qualified Expenses

Wednesday, 05 August 2020

presented by Doble LeBranti Financial Group

529 Plans: Qualified and Non-Qualified Expenses

You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with a family member’s education-related costs. But before you begin withdrawing those funds, it’s important to understand the difference between qualified and nonqualified expenses.

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