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3 Proven Ingredients for Improving Investment Results
Submitted by JMB Financial Managers on January 10th, 2020It’s really difficult to achieve consistent investment results. Or is it? It turns out you can dramatically improve your investment results by using three proven ingredients in your investment process.
Incorporating 101 – Everything You Need to Know Before Incorporating
Submitted by JMB Financial Managers on December 27th, 2019One of the most confusing obstacles you will face when running your own business is deciding whether or not to incorporate.
3 Simple Steps to Help You Care for Your Retirement Plan
Submitted by JMB Financial Managers on December 16th, 2019Qualified retirement plans are valuable investment tools. The money you put in them grows tax deferred until it is withdrawn at the time of your retirement and contributions to a 401(k) plan actually reduce your taxable income.
3 Year-End Tax Moves for Small Businesses
Submitted by JMB Financial Managers on December 16th, 2019Year-end is quite possibly the most hectic time for small business owners. It’s a time of measuring how the business did the previous year and planning for the one ahead. In the midst of that, don’t forget you should also be making year-end tax moves to help reduce your tax bill to end the year as fiscally responsible as you possibly can.
6 Steps for a Simple Year-End Financial Review
Submitted by JMB Financial Managers on November 20th, 2019Optimizing Your Financial Future
Submitted by JMB Financial Managers on November 20th, 2019Whether you are already taking advantage of your employer’s retirement plan, still considering it, or have different investment methods in place to save for retirement, I encourage you to think more broadly about your retirement, and prepare for it between now and then. Today I’d like to share some timeless financial principals with you to apply to your personal situation.
8 Tips to Help You Make the Most of Your 401(k)
Submitted by JMB Financial Managers on October 23rd, 2019In spite of what you may have heard, employee-funded 401(k) plans will continue to be the main source of retirement savings for many Americans for years to come, despite falling victim to scandal and stock market volatility in the past.
Since 401(k) plans are expected to be around for many years, we want to help you make the most of yours. Here are 8 tips to get you started.
3 Simple Tips to Protect Your Personal Information Online
Submitted by JMB Financial Managers on October 17th, 2019I sometimes find myself in conversations with clients who tell me how important it is for their personal information, including their finances, to be protected. As business owners, you have even more on the line than individuals. If you’re like most, you want to make sure you’re implementing the right steps and practices to protect your information, especially in today’s digital age.
The 6 Questions You Should Ask Your CPA During Tax Time
Submitted by JMB Financial Managers on September 18th, 2019Taxes are confusing enough for individuals, but when it comes to being an independent contractor, another layer of complexity is added. To make things a little easier come tax time, we’ve but together a list of the six questions you should ask your CPA.