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