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How Life Expectancy is Changing the Need for Retirement Planning

Submitted by JMB Financial Managers on August 13th, 2020

For much of our history, retirement in America was defined in terms of its relationship to full-time participation in the work force. An individual would work until a certain age and then leave employment to spend time on personal endeavors.

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  • Retirement Planning
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Retirement Planning Tips for Your 40s and Beyond

Submitted by JMB Financial Managers on July 27th, 2020

When it comes to planning for retirement it's never too late to get started. At JMB Financial Managers we recognize that despite our best efforts, sometimes life gets in the way our retirement planning and savings efforts. No matter what your current situation is, we’ve got retirement planning tips to guide your through your 40s and beyond. 

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  • Retirement Planning
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Retirement Planning Tips for Your 20s and 30s

Submitted by JMB Financial Managers on July 20th, 2020

When it comes to planning for retirement it’s never too early and it’s never too late. At JMB Financial Managers we like to encourage our clients to begin saving for retirement as soon as feasibly possible, but we also recognize that life sometimes gets in the way of our plans.

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  • Retirement Planning
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Mark Your Calendar for These 2020 Financial Deadlines

Submitted by JMB Financial Managers on June 30th, 2020

It’s normally easy to keep track of your numerous financial deadlines, but this year got off to a rocky start, and consequently some financial deadlines were pushed back by the Federal Government. I suggest reviewing the list below and updating your calendar as needed so you don’t miss these important deadlines!

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  • Current Events
  • Financial Planning
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5 Key Factors to Consider When Buying Long-Term Care Insurance

Submitted by JMB Financial Managers on March 19th, 2020

Buying a long-term care insurance policy can be a complicated process, involving multiple decisions about which features are right for you and what premium you can afford. Among the many choices, there are five key factors to consider:

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  • Insurance Basics
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Record Retention Guidelines for Business Owners

Submitted by JMB Financial Managers on March 17th, 2020

Tax season is in full swing again and I often get asked how long business owners should retain their tax and business records. Unfortunately, there is no hard and fast answer to this question.

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  • Small Business
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What Should You Do With Your Old 401(k) Plan?

Submitted by JMB Financial Managers on March 17th, 2020

At some point, whether it's as you retire or after changing jobs, you're going to be faced with a decision. Should you stick with your old employer's 401(k) plan, invest in your new employer's retirement plan, or should you roll it into an IRA? 

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  • Retirement Planning
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Cybersecurity Alert: Coronavirus Phishing Scams

Submitted by JMB Financial Managers on March 12th, 2020

As the Coronavirus continues to spread worldwide, so do phishing attacks disguised as helpful information on the outbreak. Security experts report an uptick in phishing messages being sent to businesses and individuals on the topic.

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  • Asset Protection
  • Current Events
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5 Tips for Planning Your Retirement

Submitted by JMB Financial Managers on February 19th, 2020

A Few Simple Steps to Help You Get Started

For many, preparing for retirement can feel overwhelming, and can even become a barrier that keeps people from focusing on and implementing a retirement plan. If you haven’t started planning for your retirement, don’t wait, make today the day you begin planning for your future.

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  • Retirement Planning
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10 Signs You’re Ready to Incorporate

Submitted by JMB Financial Managers on February 19th, 2020

Deciding upon whether or not to incorporate your business can be nerve-wracking. Even if you've done your research and understand what it means to incorporate your business, you may still be unsure about moving forward.

Tags:
  • Incorporating
  • 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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