BAB Group LLC

01/07/2026

check out our latest podcast

Keywordstax rate risk, retirement planning, tax planning, financial future, Roth IRA, tax strategy, retirement income, fiscal responsibility, investment advi...

01/06/2026

Hope 2026 is off to a great start!
The BAB Group LLC is here for you for your Accounting and Wealth Management needs!
We offer a complimentary consultation!
Contact Shelia Brumlow
[email protected]
704-651-3475

12/30/2025

Check out our new podcast - On Course Financial - Navigating your Financial Future
https://youtu.be/55fS2rwHe2M

12/22/2025

https://mailchi.mp/51c01e1f29d4/market-monitor-12222025 Major U.S. stock indexes showed resilience last week,
overcoming a mid-week slip to finish on a stronger note

Attached please find the weekly market monitor for 12/22/25 courtesy of Alphastar Capital Management and the BAB Group LLC, just click the image below.

12/11/2025

What is your Retirement going to look like? Do you have a plan? Are your Financial Ducks in a Row?
Sit down with us for your complimentary consultation and Retirement Review and let's see where you stand.
Schedule your appointment now and start planning for an enjoyable Retirement!

Shelia Brumlow
[email protected]
704-651-3475

12/03/2025

https://mailchi.mp/b6743aca32e9/building-a-reliable-retirement-income-plan

12/01/2025

https://mailchi.mp/c75b43426da0/unlock-the-secrets-of-passive-income

Passive income is a financial concept that allows you to earn money with minimal ongoing effort. Unlike traditional active income, which requires direct labor in exchange for payment, passive income streams are designed to generate earnings with less daily involvement. While passive income strategie...

11/24/2025

https://mailchi.mp/15466301d305/tax-efficiency-through-optimizing-investment-gains-and-losses

11/19/2025

https://mailchi.mp/f9e667d399d6/tick-tock-roth-conversion-deadline-looms-for-2025

11/18/2025

End of the Year Financial Moves you can Make - https://mailchi.mp/f2cc04803442/end-of-the-year-financial-moves-you-can-make

10/01/2025

As year’s end fast approaches, now is the perfect time to check in on your business finances before tax season throws a curveball. Many business owners wait too long, only to face penalties, missed deductions, or surprise tax bills.

Swipe for key considerations. And reach out today to schedule some time to discuss year-end prep. We’re here to help.

09/23/2025

As we head into the second half of 2025, it's the perfect time to revisit your business tax strategy. Planning ahead can make a big difference when tax season rolls around, especially when it comes to deductions and credits. Swipe through for seven valuable tax breaks.

Every business is different, so not all deductions or credits will apply. But understanding your options is the first step toward better financial planning. Have questions? Contact us today.