Skip to main content

  •  
  •  
  •  
  •  

  • Home
  • About 
    • Who We Serve
    • What We Do
    • Who We Are
  • Blog
  • JMB Insights 
    • LinkedIn
    • Facebook
    • Twitter
  • Contact
  • Account Login 
    • AdviceWorks
    • Netx Investor

    You are here

  1. Home
  2. Retirement Planning

Retirement Planning

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

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
  • Read more

7 Mistakes to Avoid in Retirement and How Retirement Planning Can Help

Submitted by JMB Financial Managers on December 22nd, 2021

Only 36% of adults think that they are on track to retire. The main barrier to retiring on time is a lack of proper planning and sufficient savings. However, there are 7 common mistakes that people make when they create their retirement plans:

  1. Not accounting for longevity
  2. Not accounting for taxes
  3. Not staying in shape
  4. Not adjusting your investments for age
  5. Not accounting for market ups and downs
  6. Not having a spending plan
  7. Not accounting for poor health

We will go into each of these common mistakes in more detail to help you understand how to avoid them in your own retirement planning.

Tags:
  • Retirement Planning
  • Read more

Happy 401(k) Day!

Submitted by JMB Financial Managers on September 2nd, 2021

It's 401(k) Day, and there is no better time to check in on your retirement fitness. 

In the spirit of that, JMB Financial Managers has put together our five most useful tips for ensuring your investments are on course. Keep reading to learn more.

Tags:
  • Current Events
  • Retirement Planning
  • Read more

5 Keys to Being Fit to Retire

Submitted by JMB Financial Managers on July 16th, 2021

How do you know if you’re ready to retire? This is a difficult question, and the answer varies person by person. Before deciding you’re ready for retirement, make sure you evaluate your entire situation including mental, physical, and financial readiness.

Tags:
  • Retirement Planning
  • Read more

3 Ways to Cope with Sudden Retirement

Submitted by JMB Financial Managers on June 23rd, 2021

If you had to retire tomorrow, would you be prepared? Retirement is something you anticipate happening in the distant future; so, most people wouldn’t be prepared if they were forced into retirement out of the blue.

Tags:
  • Retirement Planning
  • Read more

3 Ways Business Owners Can Save on 2021 Taxes

Submitted by JMB Financial Managers on June 21st, 2021

Did the 2020 tax season leave you feeling blue? For many small business owners and independent contractors like yourself, the sting of the tax bite is just wearing off. Now is the perfect time to recoup and revamp your tax strategy for 2021. In this article we’re going to discuss three ways business owners can save on taxes in 2021:

Tags:
  • Retirement Planning
  • Small Business
  • Taxes
  • Read more

The CARES Act and Required Minimum Distributions

Submitted by JMB Financial Managers on November 6th, 2020

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.

Tags:
  • Current Events
  • Retirement Planning
  • Read more

How Life Expectancy is Changing the Need for Retirement Planning

Submitted by JMB Financial Managers on August 13th, 2020

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.

Tags:
  • Retirement Planning
  • Read more

Retirement Planning Tips for Your 40s and Beyond

Submitted by JMB Financial Managers on July 27th, 2020

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. 

Tags:
  • Retirement Planning
  • Read more
  • 1
  • 2
  • 3
  • next ›
  • last »

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Home
  • About
  • Resources
  • Tell a friend
  • Contact
  • Sitemap

Contact info

  •   43 Corporate Park Suite 104, Irvine, California 92606
  •   949.251.3544
  •   jack.brkich@ceteraadvisors.com

Contact us

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.

Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing

© 2023 JMB Financial Managers, Inc.. All rights reserved.

Website Design For Financial Services Professionals