Preparing to Age in the RIGHT Space
By 2030, America’s population of aging Baby Boomers will surpass 70 million – 61 million of them will comprise the ‘younger old’ (aged 66 to 84) while the other 9 million will make up the ‘oldest old’ (aged 85+).1 One of the important decisions facing all 70 million...
Financially Subsidizing Your Adult Children
Risks, rewards and potential pitfalls For many members of the Millennial and Gen Z generations, massive student loan debt burdens in conjunction with difficult economic conditions, including persistently high inflation, increased borrowing costs, and soaring rents,...
Quarterly Economic Review 1st Quarter 2023
Higher for Longer As U.S. and global financial markets contend with upcoming economic data and what it reveals about the state of the markets, we expect to see continued volatility. A number of geopolitical issues may further inject financial uncertainty. Still, we...
Maximize Your Charitable Giving Tax Benefits
It’s a new year and a new opportunity to make an impact on your community. With recent 2023 IRS updates, it’s a good time to understand and maximize any tax benefits that could come with your charitable contributions this year. As part of the Inflation Reduction Act,...
Congratulations Nick Bucci
Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Five Star Professional’s programs are the largest and most widely published service...
Think Before You Withdraw
Tapping into retirement savings should be a last resort For more than a year now, the U.S. economy has found itself in a difficult economic situation marked by persistently high inflation and rising interest rates. More recently, corporations have begun to announce...
Quarterly Economic Review 4th Quarter 2022
Looking back; Looking ahead Will the road to recovery run through recession? Unfortunately, U.S. equity markets did not end 2022 on a high note with their usual “Santa Claus rally.” Rather, the latter part of December and even the first trading days of 2023 were...
Politics and Portfolios
Many years ago, in a Berkshire Hathaway shareholder letter, Warren Buffett famously wrote “We will continue to ignore political and economic forecasts, which are an expensive distraction for many businessmen and investors…we will neither try to predict these nor to...
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...
CNBC FA 100: ranks BLBB Advisors as one of the top-rated advisory firms of 2022
BLBB Advisors is honored to be included on the 4th Annual CNBC FA 100 list, which ranks and recognizes advisory firms that take a holistic approach to supporting their clients through all of their life transitions including, but not limited to, financial planning....