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Is It Time to Review Your Life Insurance?

Submitted by JMB Financial Managers on September 24th, 2018

We often say that our clients buy life insurance for one of two reasons – you love somebody or you owe somebody. For most, it will be the first reason. You want to protect a loved one and there is a financial dependence on your income.

Tags:
  • Insurance Basics
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Why Life Insurance Matters

Submitted by JMB Financial Managers on September 13th, 2018

Why does life insurance matter?

Understandably, no one likes to contemplate the end of his or her life. We work to focus on the moment and live in the present, hopefully enjoying life stages and milestones as they come. While thinking of our own demise may seem unpleasant, just like birth, death will be a part of everyone’s life.

Tags:
  • Estate Planning
  • Insurance Basics
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Getting Legal Assistance in Choosing the Best Business Entity for your Business

Submitted by JMB Financial Managers on August 8th, 2018

Authored by: Andy Gale, Guest Author 

Are you planning to start a business in California?  If yes, then there are several decisions and actions that you need to go through with careful attention.  There may be many resources available, but there are also many drawbacks and difficulties along the way.  You must anticipate these things, so you can diligently consider every decision you make for your business's future.  

Tags:
  • Incorporating
  • Small Business
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Tariffs and Trade: Four Things You Need to Know

Submitted by JMB Financial Managers on July 30th, 2018

Authored by: Jack Brkich III, CFP

The recent scuffles between the United States government and our trade partners from Canada, China, Mexico and the European Union have drawn plenty of drama from the news media, with sensationalized headlines and considerable consternation.

Tags:
  • Current Events
  • Investing
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Everything You Need to Know About Unclaimed Money

Submitted by JMB Financial Managers on July 16th, 2018

Have you ever received a notice stating you’ve got unclaimed money sitting around? Although your first instinct might be that you’re being scammed, and although you could be, you very well might not be.

Tags:
  • Estate Planning
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Start Budgeting Today, Every Collar Counts!

Submitted by JMB Financial Managers on June 10th, 2018

Budgeting is the best way to take control of your personal finances and begin down a path towards financial freedom. Easy enough right? Not quite. Budgets pose many challenges; the most common being creating one, followed closely by following through and sticking to a budget.

Tags:
  • Financial Planning
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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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Categories

  • Asset Protection (10)
  • Charitable Planning (2)
  • Current Events (23)
  • Estate Planning (7)
  • Financial Planning (17)
  • Incorporating (5)
  • Insurance Basics (8)
  • Investing (9)
  • Paying for College (3)
  • Retirement Planning (21)
  • Small Business (17)
  • Taxes (8)

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  •   43 Corporate Park Suite 104, Irvine, California 92606
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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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