While most of us (to a greater or lesser extent) plan financially for retirement, we often don’t think to devote the same amount...
Individuals and Families
Year End Reminders
[Download Annual Financial Reminders]
Choosing a Philanthropic Path: Private Foundations vs Donor Advised Funds
National Philanthropy Day (NPD) is November 15, 2023. This special day was first officially recognized in 1986 by President...
Being strategic: the triple-tax benefits of a Health Savings Account
A Health Savings Account (HSA) is a triple tax-advantaged savings account designed to help individuals and families with a...
Why cash (or check or credit card) is Not king
We at BLBB Advisors are strong proponents of giving back to the community through time, talent, and treasure. In addition, our...
Quarterly Economic Review 2nd Quarter 2023
Soft Landing? Hard Landing? Or No Landing? The recent June release of May’s Consumer Price Index (CPI) data showed further...
Scam Alert
Since the start of the year, we have noticed an uptick in notifications from clients who have been preyed upon by scammers via...
Surviving the Death of a Spouse/Loved One
The death of a spouse or life partner is a major, life-altering event filled with great sadness and turmoil. Unfortunately,...
Aging in Your Own Space
While aging in your own space may not be the right option for everyone, those who prefer this path will be better prepared if...
BLBB Life Organizer
This document helps you organize your personal information. Your estate administrators (executor, power of attorney, trustee)...
Financially Subsidizing Your Adult Children
Risks, rewards and potential pitfalls For many members of the Millennial and Gen Z generations, massive student loan debt...
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...