September Life Insurance Awareness Month – Quick tips

September Life Insurance Awareness Month – Quick tips

Life Insurance is a powerful financial product to help you get what you want and need. Protection is at the very heart of life insurance which is why it is in your best interest to understand the full value, including the tax benefits. Taxes can have a major impact on...

Socially Responsible Investing

Socially Responsible Investing

Where your financial goals and personal convictions intersect   Are you looking for a way to integrate your personal values into the way you invest for your future? Is it important to you that the companies you invest in are good corporate citizens? If yes, you...

BLBB Risk Services

BLBB Risk Services

Assessing and managing client risk is a critical component of our financial planning and investment management processes. We incorporate risk considerations into the management of client assets and into the building and ongoing maintenance of our client’s financial...

The CARES Act & the Impact for 401(k) Plan Participants

The CARES Act & the Impact for 401(k) Plan Participants

In a continued effort to provide Plan Participants with as much information as possible in these trying times, BLBB Plan Services has prepared the following information on how the CARES Act may impact your Retirement Plan benefit.  This is not legal advice, rather it...

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500