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In hopes of stimulating the economy during the COVID-19 pandemic, the federal government passed the CARES Act, that not only provided aid to those in need but included changes to your retirement plan. As we near the end of 2020, we wanted to provide you with the latest information on how the CARES Act impacts you, your retirement, and your taxes.

Starting your own business is not an easy task. It comes with many challenges and obstacles, preventing many people from even trying it. For those who do set up their own shop and make a go of it alone, there can also be many benefits. Paying fewer income taxes is one of the most powerful.

Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature death of a family breadwinner, which is why one of the most import

For much of our history, retirement in America was defined in terms of its relationship to full-time participation in the work force. An individual would work until a certain age and then leave employment to spend time on personal endeavors.

When it comes to planning for retirement it's never too late to get started. At JMB Financial Managers we recognize that despite our best efforts, sometimes life gets in the way our retirement planning and savings efforts. No matter what your current situation is, we’ve got retirement planning tips to guide your through your 40s and beyond. 

When it comes to planning for retirement it’s never too early and it’s never too late. At JMB Financial Managers we like to encourage our clients to begin saving for retirement as soon as feasibly possible, but we also recognize that life sometimes gets in the way of our plans.

It’s normally easy to keep track of your numerous financial deadlines, but this year got off to a rocky start, and consequently some financial deadlines were pushed back by the Federal Government. I suggest reviewing the list below and updating your calendar as needed so you don’t miss these important deadlines!

Buying a long-term care insurance policy can be a complicated process, involving multiple decisions about which features are right for you and what premium you can afford. Among the many choices, there are five key factors to consider:

Tax season is in full swing again and I often get asked how long business owners should retain their tax and business records. Unfortunately, there is no hard and fast answer to this question.

At some point, whether it's as you retire or after changing jobs, you're going to be faced with a decision. Should you stick with your old employer's 401(k) plan, invest in your new employer's retirement plan, or should you roll it into an IRA?