As parents, we can’t help but worry about our kids—whether they’re three or thirty. We want them to experience all that life has...
Money Notes
Money Minute: How can I finance my interest to travel?
Congratulations, You’ve Been Asked to Join a Nonprofit Board
Here’s what you need to know about being a fiduciary steward. It’s a tremendous honor and privilege to be asked to serve on a...
Deciding When to Retire
How to plan for your transition Clients usually know when they hope to retire but are often uncertain as to whether or not their...
Planning for a Philanthropic Mindset
According to Merriam-Webster, a philanthropist is someone who “makes an active effort to promote human welfare.” While the...
Simple Strategies for First-time Investors
From the time we are little, we hear cautionary tales about the importance of saving and investing. Rarely, however, does...
Funding a Side Business
It’s perhaps the one silver lining that’s emerged from the cloud of last year’s COVID lockdowns—the realization of just how...
Higher Education Funding
What’s your most pressing long-term financial concern? For most Americans, saving enough money for a comfortable retirement will...
Connections
While you are probably well-aware of BLBB’s investment management and financial planning services, did you know we also provide...
Medicare & Social Security – Know Your Options
These are two of the critical retirement goals every investor should be thinking about: Ensuring that you’re able to generate...
Preparing to Transition Your Business
Protect your family’s interests and your company’s continuity A closely-held family business isn’t just a major asset, it’s the...
The Upcoming Election 2020
Soon, voting in the 2020 presidential election will conclude. It has been a long, contentious, and most unusual election season...