Blog
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.
3 Year-End Tax Saving Moves to Make in 2022
Submitted by JMB Financial Managers on November 16th, 2022Infographic: 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.
Making Business Expenses Easier to Track
Submitted by JMB Financial Managers on August 10th, 20224 Reasons Why the Fed Is On the Wrong Track
Submitted by JMB Financial Managers on June 23rd, 2022
Last week, the Federal Reserve Board accelerated its misguided interest rate policy with its 0.75% interest rate hike, resulting in the biggest move since 1994. This is because inflation rests at 8.7% in the U.S., the highest level since December of 1981. In the Fed’s mind, this monetary policy will help the U.S. economy to avoid the high inflation we saw in the 1970s. However, this is not 1970s style inflation, and this rate policy is going to fail.
Guest Blog: Cetera® Investment Management's Commentary on Today’s Market
Submitted by JMB Financial Managers on May 31st, 2022Financial Planning for Nonprofits
Submitted by JMB Financial Managers on May 27th, 2022
According to the National Council of Nonprofits, about 21% of all nonprofits have an annual budget of $50,000 or less. With this in mind, maximizing the assets and income of the organization is critical, as every cent counts.
15 Ways a Financial Advisor Can Assist a Nonprofit
Submitted by JMB Financial Managers on April 21st, 2022
Most people, wealthy or not, try to support a philanthropic cause, be it big or small. Whether that be through donations, volunteering time, or joining a charity’s board, it is important that the charities individuals choose to support are utilizing resources to make the most of what they are given.