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Voluntary Benefits are a Cost Effective Way to Add Value to Employees’ Lives.

Submitted by JMB Financial Managers on May 7th, 2018

Employees are the backbone of your organization. If you’re like most employers, you’d love the opportunity to do more for the employees that already do so much for you. Offering a robust benefits plan to your employees is the perfect way to do this.

Tags:
  • Small Business
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The 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.

 

Tags:
  • Estate Planning
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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.

Tags:
  • Asset Protection
  • Small Business
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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.

Tags:
  • Estate Planning
  • Insurance Basics
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The Passing of the Tax Cuts & Jobs Act and What Comes Next

Submitted by JMB Financial Managers on January 23rd, 2018

We ended 2017 with big news from Congress, a tax reform unlike any seen since the 80's passed. As the new year gets underway, so does the new Tax Cuts and Jobs Act. As a taxpayer, I want to know how this will affect me, and you should too.

Tags:
  • Current Events
  • Taxes
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5 Practical Money Gifts to Give this Holiday Season

Submitted by JMB Financial Managers on December 13th, 2017

With Christmas approaching in just a matter of weeks, you might find yourself wondering what to get your loved ones this holiday season. Luckily, I’ve got a few ideas for you.

Tags:
  • Current Events
  • Financial Planning
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Millennials Should be Preparing Early for Retirement

Submitted by JMB Financial Managers on November 15th, 2017

In a society that has grown to value experiences above all else, the last thing on a Millennial’s mind is saving for retirement. But it should be in the forefront. The younger you are when you begin contributing, the more you will have down the road when it’s time to retire.

Tags:
  • Retirement Planning
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Do You Have a Comprehensive Insurance Plan?

Submitted by JMB Financial Managers on October 23rd, 2017

3 Insurance Gaps That Could Be Leaving You Vulnerable

Although most individuals have insurance coverage of some kind many don’t realize they are leaving themselves vulnerable to catastrophe by not having the correct type of insurance coverage or even by simply not having enough coverage.

Tags:
  • Insurance Basics
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3 Topics to Discuss if You Plan to Retire as a Couple

Submitted by JMB Financial Managers on October 10th, 2017

Many couples enter the retirement stage of life, and find, not surprisingly, that their aspirations for retirement differ; sometimes only slightly but other times colossally. Thus, it is important to discuss your expectations with each other before you retire to avoid conflict when you get there.

Tags:
  • Retirement Planning
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Should You Freeze Your Credit Following the Data Breach?

Submitted by JMB Financial Managers on September 21st, 2017

Cybersecurity is always a hot topic, especially in the financial industry, but the recent Equifax data breach has brought it into the limelight once more. The recent breach of 143 million individual's sensitive information is just one of many that clouds headlines on a regular basis.

Tags:
  • Asset Protection
  • Current Events
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Categories

  • Asset Protection (12)
  • Charitable Planning (6)
  • Current Events (34)
  • Estate Planning (10)
  • Financial Planning (23)
  • Incorporating (5)
  • Independent Contractors (1)
  • Insurance Basics (9)
  • Investing (11)
  • Paying for College (6)
  • Retirement Planning (28)
  • Small Business (20)
  • Taxes (15)

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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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