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MONEY notes
Financial Advisor Spotlight: W. Dean Karrash, CFP®, MBA, CPA
W. Dean Karrash, CFP®, MBA, CPA Principal, CFO & Financial Advisor GET TO KNOW W. DEAN KARRASH, CFP®, MBA, CPA Name: Dean Karrash How long have you worked at BLB&B: I was very fortunate to sit next to Frank Burke at a business conference in 2002 when I...
Tax-Forward and Philanthropic Ways to Exit a Business
A significant number of business owners – and perhaps even you – will retire in the next few years or move on to a “second or third” act. If you are planning for a potential business sale and are concerned about a large tax event and your legacy, looking at options...
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...
Financial Advisors Spotlight: Laura W. Brewer, Esq.
Laura W. Brewer, Esq. Principal, Financial Advisor GET TO KNOW LAURA W. BREWER, ESQ. Name: Laura Brewer How long have you worked at BLBB Advisors LLC? Since September 1997 – almost 25 years! Why did you decide to become a financial advisor? I wanted a...
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
Financial Advisor Spotlight: W. Dean Karrash, CFP®, MBA, CPA
W. Dean Karrash, CFP®, MBA, CPA Principal, CFO & Financial Advisor GET TO KNOW W. DEAN KARRASH, CFP®, MBA, CPA Name: Dean Karrash How long have you worked at BLB&B: I was very fortunate to sit next to Frank Burke at a business conference in 2002 when I...
Tax-Forward and Philanthropic Ways to Exit a Business
A significant number of business owners – and perhaps even you – will retire in the next few years or move on to a “second or third” act. If you are planning for a potential business sale and are concerned about a large tax event and your legacy, looking at options...
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...
Financial Advisors Spotlight: Laura W. Brewer, Esq.
Laura W. Brewer, Esq. Principal, Financial Advisor GET TO KNOW LAURA W. BREWER, ESQ. Name: Laura Brewer How long have you worked at BLBB Advisors LLC? Since September 1997 – almost 25 years! Why did you decide to become a financial advisor? I wanted a...
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...