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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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • Asset Protection
  • Current Events
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What Can a Financial Advisor do for a Non-Profit?

Submitted by JMB Financial Managers on September 18th, 2017

Most people, wealthy or not, make an effort to support a philanthropic cause, be it big or small.

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  • Charitable Planning
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3 Ways for Women to Boost Social Security Benefits

Submitted by JMB Financial Managers on September 4th, 2017

Women now comprise 60% of the people receiving Social Security benefits, so it’s easy to say that it is a significant component of any woman’s retirement plan.1 As with many aspects of retirement planning, Social Security can be confusing -- not only to understand, but to implement correctly.

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  • Retirement Planning
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Was it China, or Was it Something Else?

Submitted by JMB Financial Managers on August 15th, 2015

It is very popular right now to blame the worldwide stock market declines on China. Some analysts picked China's recent economic developments; others focused on their stock market decline; others chose to focus on the devaluation of the Yuan. I believe this is an easy, convenient excuse, rather than the core issue at hand. Consider:

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  • Current Events
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Chinese Yuan Developments

Submitted by JMB Financial Managers on August 13th, 2015

On Tuesday, the People's Bank of China (PBC), the country’s central bank, announced a cut in its currency reference rate relative to the U.S. Dollar (USD) by 1.9%, down to 6.23 yuan/USD. This cut was followed by an announcement on Wednesday of another 1.6% decrease to 6.33 yuan/USD.

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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.

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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.

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