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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
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Home Title Theft: What it is and How to Prevent it

Submitted by JMB Financial Managers on February 11th, 2022

Owning a home or business can be one of the great joys in your life.

Tags:
  • Asset Protection
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2022 Financial Deadlines to Add to Your Calendar

Submitted by JMB Financial Managers on January 13th, 2022

There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadlines that you should add to your calendar for 2022.

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  • Current Events
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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
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3 Year-End Tax Saving Moves to Make in 2021

Submitted by JMB Financial Managers on November 23rd, 2021

Year-end is quite possibly the most hectic time for small business owners, and 2021 is no different. Even if the year unraveled differently than planned, it is time to look back, measure how the business did, and begin planning for 2022.

It’s also a time to make year-end tax moves to help reduce your tax bill and end the year as fiscally responsible as you possibly can.

Tags:
  • Current Events
  • Taxes
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Will Inflation Be Permanently Temporary?

Submitted by JMB Financial Managers on November 2nd, 2021

Authored by: Kezia Samuel, Guest Author

Key Takeaways

  • Inflation remains an ongoing concern in 2021.
  • While inflation is higher and likely to remain elevated due to challenges created by the pandemic, a look into the structural composition and the types of inflation may provide insight into how high inflation may go.

Inflation remains a topic of concern in 2021 as the prices of goods and services have continued to increase. The September inflation report showed consumer prices rose at 5.4%.1

Tags:
  • Current Events
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Celebrate Financial Planning Month by Following These 5 Steps

Submitted by JMB Financial Managers on October 19th, 2021

Did you know that half of all Americans would be unable to cover an unexpected expense this month? Unfortunately, financial planning isn't a hot topic for most people, but you can't afford to neglect this important aspect of your life any longer. 

Tags:
  • Current Events
  • Financial Planning
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7 Financial Planning Tips for Your 20s and 30s

Submitted by JMB Financial Managers on October 14th, 2021

Seventy-five percent of Americans have no financial plan. From savings to paying off debt to retirement funds, many are just winging it and hoping for the best. Especially when you’re in your 20s and 30s and just starting out on your financial journey, creating a financial plan and sticking to it can feel scary and overwhelming.

Tags:
  • Financial Planning
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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

Protect Yourself From Scammers

Submitted by JMB Financial Managers on August 23rd, 2021

Fraud scams take more than 5% of a business' overall revenue. If you're in the process of financial planning for your small business one thing you need to do is protect your business assets.

Tags:
  • Asset Protection
  • Financial Planning
  • Small Business
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Categories

  • Asset Protection (10)
  • Charitable Planning (5)
  • Current Events (26)
  • Estate Planning (7)
  • Financial Planning (20)
  • Incorporating (5)
  • Independent Contractors (1)
  • Insurance Basics (8)
  • Investing (9)
  • Paying for College (3)
  • Retirement Planning (22)
  • Small Business (17)
  • Taxes (10)

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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.

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