Keeping it Real for Plan Sponsors

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 reaffirmed the ongoing duty of prudence, as set forth in ERISA, that each retirement plan fiduciary must exercise. In this case, the...

Year-End Financial Planning Quick Tips

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 and health savings accounts. In 2021, and assuming you have earned income, you may be able to contribute up to $6,000 in pre-tax dollars to...

Financial Advisors Spotlight: Brianna Barnes March

Financial Advisors Spotlight: Brianna Barnes March

Brianna Barnes MarchFinancial Advisor  GET TO KNOW BRIANNA MARCH Name: Brianna March Current Role: Financial Advisors How long have you worked at BLBB Advisors LLC? January 2022 will mark 3 years. Why did you decide to become a financial advisor? I was fortunate...

How to Use Your PA State Tax Liability to Fund Access to Education

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 Delaware Valley—is known for its strong and varied K-12th grade private school landscape. A private school, however, charges a tuition that...

Private Financing for Life Insurance Premiums

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 preparing for possible tax law changes that could have serious impacts on their ability to transfer businesses and other assets to their loved...