Retirement Planning
Infographic: What to Consider When Buying Long-Term Care Insurance
Submitted by JMB Financial Managers on February 27th, 20227 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:
- Not accounting for longevity
- Not accounting for taxes
- Not staying in shape
- Not adjusting your investments for age
- Not accounting for market ups and downs
- Not having a spending plan
- 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.
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.
5 Keys to Being Fit to Retire
Submitted by JMB Financial Managers on July 16th, 20213 Ways to Cope with Sudden Retirement
Submitted by JMB Financial Managers on June 23rd, 20213 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:
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.
How Life Expectancy is Changing the Need for Retirement Planning
Submitted by JMB Financial Managers on August 13th, 2020Retirement 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.