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BLBB Ebook

MONEY notes

Year End Smart Money Financial Tips

As the end of the year approaches, there are a number of items you may need or want to accomplish before 2023 begins. This year-end checklist is divided into two basic categories: items you must do before year-end (if they apply to you) and items you should consider...

Quarterly Economic Review 3rd Quarter 2022

Between a Rock and a Hard Place: Inflation, Recession, and The Fed’s Role Despite a significant reduction in U.S. energy prices since our last update, recent economic data indicates more persistent, widespread, and stubbornly high inflation in the U.S. economy than...

Considerations When Leaving an Inheritance – Part II

In the first part of this series, we looked at the massive looming intergenerational wealth transfer (an estimated $72.6 trillion over the coming 25 years) from the perspective of future inheritors. But it is not just recipients who need to plan and prepare to ensure...

MONEY notes

Year End Smart Money Financial Tips

As the end of the year approaches, there are a number of items you may need or want to accomplish before 2023 begins. This year-end checklist is divided into two basic categories: items you must do before year-end (if they apply to you) and items you should consider...

Quarterly Economic Review 3rd Quarter 2022

Between a Rock and a Hard Place: Inflation, Recession, and The Fed’s Role Despite a significant reduction in U.S. energy prices since our last update, recent economic data indicates more persistent, widespread, and stubbornly high inflation in the U.S. economy than...

Considerations When Leaving an Inheritance – Part II

In the first part of this series, we looked at the massive looming intergenerational wealth transfer (an estimated $72.6 trillion over the coming 25 years) from the perspective of future inheritors. But it is not just recipients who need to plan and prepare to ensure...