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MONEY notes
Preparing to Age in the RIGHT Space
By 2030, America’s population of aging Baby Boomers will surpass 70 million – 61 million of them will comprise the ‘younger old’ (aged 66 to 84) while the other 9 million will make up the ‘oldest old’ (aged 85+).1 One of the important decisions facing all 70 million...
Financially Subsidizing Your Adult Children
Risks, rewards and potential pitfalls For many members of the Millennial and Gen Z generations, massive student loan debt burdens in conjunction with difficult economic conditions, including persistently high inflation, increased borrowing costs, and soaring rents,...
Quarterly Economic Review 1st Quarter 2023
Higher for Longer As U.S. and global financial markets contend with upcoming economic data and what it reveals about the state of the markets, we expect to see continued volatility. A number of geopolitical issues may further inject financial uncertainty. Still, we...
Maximize Your Charitable Giving Tax Benefits
It’s a new year and a new opportunity to make an impact on your community. With recent 2023 IRS updates, it’s a good time to understand and maximize any tax benefits that could come with your charitable contributions this year. As part of the Inflation Reduction Act,...
It’s Time for a Business Check-Up
Jeffrey Dunne, MBA Director of Business Transition Planning Has it been a while since your business had its last annual check-up? If you are like most business owners, the answer is probably a resounding yes. Of course, this should not be a surprise given all that has...
Financial Advisors Spotlight: Robb J. Parlanti, CFA
Robb J. Parlanti, CFA Principal, Financial Advisor GET TO KNOW ROBB J. PARLANTI, CFA 1. How long have you worked at BLB&B Advisors LLC? I joined BLBB as a Financial Advisor just over 10 years ago and became a BLBB Principal 4 years ago. Prior to BLBB, I...
MONEY notes
Preparing to Age in the RIGHT Space
By 2030, America’s population of aging Baby Boomers will surpass 70 million – 61 million of them will comprise the ‘younger old’ (aged 66 to 84) while the other 9 million will make up the ‘oldest old’ (aged 85+).1 One of the important decisions facing all 70 million...
Financially Subsidizing Your Adult Children
Risks, rewards and potential pitfalls For many members of the Millennial and Gen Z generations, massive student loan debt burdens in conjunction with difficult economic conditions, including persistently high inflation, increased borrowing costs, and soaring rents,...
Quarterly Economic Review 1st Quarter 2023
Higher for Longer As U.S. and global financial markets contend with upcoming economic data and what it reveals about the state of the markets, we expect to see continued volatility. A number of geopolitical issues may further inject financial uncertainty. Still, we...
Maximize Your Charitable Giving Tax Benefits
It’s a new year and a new opportunity to make an impact on your community. With recent 2023 IRS updates, it’s a good time to understand and maximize any tax benefits that could come with your charitable contributions this year. As part of the Inflation Reduction Act,...
It’s Time for a Business Check-Up
Jeffrey Dunne, MBA Director of Business Transition Planning Has it been a while since your business had its last annual check-up? If you are like most business owners, the answer is probably a resounding yes. Of course, this should not be a surprise given all that has...
Financial Advisors Spotlight: Robb J. Parlanti, CFA
Robb J. Parlanti, CFA Principal, Financial Advisor GET TO KNOW ROBB J. PARLANTI, CFA 1. How long have you worked at BLB&B Advisors LLC? I joined BLBB as a Financial Advisor just over 10 years ago and became a BLBB Principal 4 years ago. Prior to BLBB, I...