Brian Gallagher, CFP® Financial Advisor GET TO KNOW BRIAN GALLAGHER Name: Brian Gallagher How long have you worked at...
Featured Articles
Keeping it Real for Plan Sponsors
Don't Forget your Fiduciary Duties On January 24, 2022, the US Supreme Court, in Hughes v. Northwestern University, unanimously...
Year-End Financial Planning Quick Tips
As we approach the end of the year consider the following financial tips: Maximize your annual contributions to your retirement...
Financial Advisors Spotlight: Brianna Barnes March
Brianna Barnes MarchFinancial Advisor GET TO KNOW BRIANNA MARCH Name: Brianna March Current Role: Financial Advisors How...
How to Use Your PA State Tax Liability to Fund Access to Education
From religious schools of all denominations to independent college-prep to special needs, Pennsylvania—and particularly the...
Private Financing for Life Insurance Premiums
The Wait and See Advantage of Using Private Financing for funding Life Insurance Premiums Well-advised affluent people are...
Financial Planning for Same-Sex Couples
When the U.S. Supreme Court made same-sex marriage a constitutional right in 2015, it helped to dramatically level a financial...
Preventing Financial Fraud/Theft While Traveling
Now that summer has unofficially begun and vaccination rates rise, many of us are once again starting to think about planning a...
Trusteed Cross-Purchase Buy-Sell Agreements
Trusteed Cross-Purchase Buy-Sell Agreements Options for businesses with multiple shareholders Cross-Purchase Buy-Sell Agreements...
BLBB Charitable: Emergency COVID-19 Needs & Fall Events
This holiday season, employees of BLBB Advisors pulled together to donate cleaning and household supplies to families at the...
November is National Long-Term Care Awareness Month
As we approach the end of what will certainly be remembered as one of the most trying years in ages, we are continuously...
October Fall into Financial Fitness Tips
In celebration of National Financial Planning Month, your BLBB Advisors have provided some guidance in support of your financial...