Blog
Everything You Need to Know About Unclaimed Money
Submitted by JMB Financial Managers on July 16th, 2018Start Budgeting Today, Every Collar Counts!
Submitted by JMB Financial Managers on June 10th, 2018Voluntary Benefits are a Cost Effective Way to Add Value to Employees’ Lives.
Submitted by JMB Financial Managers on May 7th, 2018The Importance of Naming Your Beneficiaries
Submitted by JMB Financial Managers on April 8th, 2018
Authored by: Bridget Quijada
When filling out your financial paperwork, beneficiaries may be at the bottom of your list of priorities. It is easy to get caught up in what investments to choose from or how much risk you’re willing to take. But, take note, choosing your beneficiaries is one of the most important decisions you will make.
Do You Offer Identity Theft Protection to Your Employees?
Submitted by JMB Financial Managers on March 18th, 2018
Authored by: Bridget Quijada
When was the last time you heard about a data breach or saw identity theft scroll across your screen as a headline? Probably way too recently. For me, it was just this evening on the news, another somber sounding anchor reporting on why consumers should be careful about giving out credit card information online.
Life Insurance Will Always Matter - With or Without the Estate Taxes
Submitted by JMB Financial Managers on March 6th, 2018
As it does every few years, projections that the estate tax will soon sunset have begun to emerge. But we feel very strongly that even if it were to do so, the need for life insurance within estate planning would still be vital. Life insurance has the ability to satisfy an array of necessities that only life insurance can.
The Passing of the Tax Cuts & Jobs Act and What Comes Next
Submitted by JMB Financial Managers on January 23rd, 20185 Practical Money Gifts to Give this Holiday Season
Submitted by JMB Financial Managers on December 13th, 2017Millennials Should be Preparing Early for Retirement
Submitted by JMB Financial Managers on November 15th, 2017JMB Financial Managers Mid-Year Review for 2025
Click the button below to download a pdf of insights and predictions for the rest of the year.