Home Title Theft: What it is and How to Prevent itSubmitted by JMB Financial Managers on February 11th, 2022
2022 Financial Deadlines to Add to Your CalendarSubmitted by JMB Financial Managers on January 13th, 2022
7 Mistakes to Avoid in Retirement and How Retirement Planning Can HelpSubmitted 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.
3 Year-End Tax Saving Moves to Make in 2021Submitted 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.
Will Inflation Be Permanently Temporary?Submitted by JMB Financial Managers on November 2nd, 2021
Authored by: Kezia Samuel, Guest Author
- 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
Celebrate Financial Planning Month by Following These 5 StepsSubmitted 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.
7 Financial Planning Tips for Your 20s and 30sSubmitted 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.
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.
Protect Yourself From ScammersSubmitted 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.