In the first part of this series, we looked at the massive looming intergenerational wealth transfer (an estimated $72.6...
Financial Planning
What should I do with my company stock options?
Are you fortunate to work for an employer that has included a stock option plan as part of your overall compensation package? If...
BLB&B Advisors Market Update – May 13, 2022
Laura W. Brewer, Esq. Principal, Financial Advisor lbrewer@blbb.com Just about two months ago, on March 8, we sent out a...
Are Emotions Impacting Your Investment Decisions?
For the 20 years ending December 31, 2020, the stock market (as represented by the S&P 500®) delivered an average annual...
Preparing to Age in Your Own Space
We recently engaged in a very common financial planning discussion with a client centering around their life goals while in...
Raising Financially Responsible Children
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...
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...
Key concepts for retirement
Financial planning often drives decision making, but it also involves a number of assumptions. such as life expectancy and its...
Money 101 For Recent College Graduates
Recent college graduates are starting several new phases in their lives, including diving head first into their first full-time...
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...
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...