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2023 Financial Deadlines to Add to Your Calendar

Submitted by JMB Financial Managers on January 24th, 2023

There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadline that you should add to your calendar for 2023.

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  • Financial Planning
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INFOGRAPHIC: 5 Charitable Giving Ideas That Will Also Reduce Your Taxable Income

Submitted by JMB Financial Managers on December 22nd, 2022

‘Tis the season of giving and, as the end of the year approaches, it is also the time to make year-end tax saving moves. Regardless of the tax benefits, giving back to your community, especially after the difficult year we’ve had, can truly change people’s lives.

Tags:
  • Charitable Planning
  • Taxes
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3 Year-End Tax Saving Moves to Make in 2022

Submitted by JMB Financial Managers on November 16th, 2022

Year-end is quite possibly the most hectic time for small business owners, and 2022 is no different. Even if the year unraveled differently than planned, it is time to look back, measure how the business did, and begin planning for 2023.

Tags:
  • Financial Planning
  • Taxes
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Infographic: 8 Benefits of Financial Planning

Submitted by JMB Financial Managers on October 12th, 2022

Most Americans never engage in the financial planning process. Especially in today’s world with so many unpredictable events, such as a pandemic or hurricane, it can be hard to think about planning for the future. However, not having a clear, detailed plan for your future financial success can increase your stress levels, anxiety, and fear of not having enough money to cover your basic needs.

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  • Financial Planning
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Making Business Expenses Easier to Track

Submitted by JMB Financial Managers on August 10th, 2022

If you are among the fast-growing ranks of people compensated through 1099 income, you are enjoying the many benefits of being your own boss. But with that independence and flexibility comes new responsibilities you probably never had to consider when you worked for someone else.

Tags:
  • Independent Contractors
  • Small Business
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4 Reasons Why the Fed Is On the Wrong Track

Submitted by JMB Financial Managers on June 23rd, 2022

Last week, the Federal Reserve Board accelerated its misguided interest rate policy with its 0.75% interest rate hike, resulting in the biggest move since 1994. This is because inflation rests at 8.7% in the U.S., the highest level since December of 1981. In the Fed’s mind, this monetary policy will help the U.S. economy to avoid the high inflation we saw in the 1970s. However, this is not 1970s style inflation, and this rate policy is going to fail.

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  • Current Events
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Guest Blog: Cetera® Investment Management's Commentary on Today’s Market

Submitted by JMB Financial Managers on May 31st, 2022

 Authored by: Gene Goldman, Cetera Investment Management

 

This Market Volatility Isn’t Going Anywhere

 

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  • Current Events
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Financial Planning for Nonprofits

Submitted by JMB Financial Managers on May 27th, 2022

According to the National Council of Nonprofits, about 21% of all nonprofits have an annual budget of $50,000 or less. With this in mind, maximizing the assets and income of the organization is critical, as every cent counts.

Tags:
  • Charitable Planning
  • Financial Planning
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15 Ways a Financial Advisor Can Assist a Nonprofit

Submitted by JMB Financial Managers on April 21st, 2022

Most people, wealthy or not, try to support a philanthropic cause, be it big or small. Whether that be through donations, volunteering time, or joining a charity’s board, it is important that the charities individuals choose to support are utilizing resources to make the most of what they are given.

Tags:
  • Charitable Planning
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Infographic: What to Consider When Buying Long-Term Care Insurance

Submitted by JMB Financial Managers on February 27th, 2022

Long-term care insurance is an important part of retirement planning. Choosing the right option is a difficult decision and can affect your family’s financial future. Here are some things to consider:

Tags:
  • Insurance Basics
  • Retirement Planning
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Categories

  • Asset Protection (10)
  • Charitable Planning (5)
  • Current Events (25)
  • Estate Planning (7)
  • Financial Planning (20)
  • Incorporating (5)
  • Independent Contractors (1)
  • Insurance Basics (8)
  • Investing (9)
  • Paying for College (3)
  • Retirement Planning (21)
  • Small Business (17)
  • Taxes (10)

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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