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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.

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.

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.

As in your personal life, having a good handle on your business finances can make a world of difference. Good financial standing is beneficial to you professionally and personally as it reduces stress and puts you on the right path towards financial success.

How do you know if you’re ready to retire? This is a difficult question, and the answer varies person by person. Before deciding you’re ready for retirement, make sure you evaluate your entire situation including mental, physical, and financial readiness.

Financial Planning is incredibly important for your future. In fact, it can be just as important as eating healthy and exercising. Unfortunately, the average American never even engages in the financial planning process.

If you had to retire tomorrow, would you be prepared? Retirement is something you anticipate happening in the distant future; so, most people wouldn’t be prepared if they were forced into retirement out of the blue.

Did the 2020 tax season leave you feeling blue? For many small business owners and independent contractors like yourself, the sting of the tax bite is just wearing off. Now is the perfect time to recoup and revamp your tax strategy for 2021. In this article we’re going to discuss three ways business owners can save on taxes in 2021:

Most parents want to fund their children’s college education as much as they can. In fact, 49% of parents want to pay 75% of their child’s school costs.

What is an Estate Plan?

The word estate is most commonly associated with great wealth, but the truth is, everyone has an estate. Everything you own from your car and house to investment accounts and personal possessions make up your estate.