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Breaking Down the Parts of Medicare

Submitted by JMB Financial Managers on November 14th, 2023

Medicare is the federal health insurance program for everyone age 65 and older in the United States. Generally, the different parts of Medicare exist to cover specific healthcare services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal government. It is sometimes called Traditional Medicare or Fee-for-Service (FFS) Medicare. Under Original Medicare, the government pays directly for the health care services you receive. You can see any doctor and hospital that takes Medicare anywhere in the country.

Tags:
  • Financial Planning
  • Insurance Basics
  • Retirement Planning
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Three Key Questions to Answer Before Taking Social Security

Submitted by JMB Financial Managers on October 9th, 2023

Social Security retirement benefits are often a major source of income for most Americans during retirement, so before you begin taking it, you should consider three important questions:

  • When Should I File for Benefits?
  • Should I Collect and Continue to Work?
  • How Can I Get the Maximum Benefit?

The answers may affect whether or not you make the most of this opportunity.

Tags:
  • Retirement Planning
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Guest Blog: IRS Update from Cetera Financial Group®

Submitted by JMB Financial Managers on August 8th, 2023

IRS Update: Understanding the 10-Year Rule for Inherited IRAs and Qualified Accounts

The Internal Revenue Service (IRS) has provided another update to the rules governing IRAs and qualified accounts. On July 14, 2023, the IRS issued Notice 2023-54 that announced the following:

  • Final Regulations will apply to distributions starting in the calendar year 2024.
  • Missed RMDs from Inherited qualified accounts and IRAs are forgiven and not subject to excise tax if the original owner died after RBD in years 2020, 2021, and 2022 and the beneficiary has 10 years to distribute the qualified account.
Tags:
  • Retirement Planning
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5 Ways Business Owners Can Reduce Taxes Now

Submitted by JMB Financial Managers on June 22nd, 2023

Did the 2022 tax season leave you feeling blue? For many small business owners, the sting of their annual income tax return hasn’t worn off yet. Now is the perfect time to regroup and revamp your strategy for tax year 2023 and beyond.

Tags:
  • Small Business
  • Taxes
  • Read more

A Guide for Sending Your Child Off to College

Submitted by JMB Financial Managers on March 29th, 2023

For an 18-year-old, going to college is exciting, a little scary, and an important step towards becoming an independent adult. For a parent, sending their child to college is also exciting and a little bit scary, as well as bittersweet. You want your child to grow, learn, and succeed in this next stage of their life. To set them up for success, here are some things you should think about and do before sending your child off to college.

Tags:
  • Paying for College
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SECURE 2.0 Act: A Synopsis of its Details and Effects

Submitted by JMB Financial Managers on February 24th, 2023

As a CERTIFIED FINANCIAL PLANNER™, I believe that staying informed about new legislation is essential to help my clients pursue their financial goals.

Tags:
  • Current Events
  • Retirement Planning
  • Read more

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.

Tags:
  • 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
  • Read more

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
  • Read more

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.

Tags:
  • Financial Planning
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Categories

  • Asset Protection (12)
  • Charitable Planning (6)
  • Current Events (34)
  • Estate Planning (10)
  • Financial Planning (23)
  • Incorporating (5)
  • Independent Contractors (1)
  • Insurance Basics (9)
  • Investing (11)
  • Paying for College (6)
  • Retirement Planning (28)
  • Small Business (20)
  • Taxes (15)

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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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