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Asset Protection

Safeguarding Your Identity: Essential Tips For Financial Security

Submitted by JMB Financial Managers on October 15th, 2024

Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is to help our clients create a financial strategy and protect their wealth. In today’s digital age, identity theft threatens your finances, so it’s crucial to understand the risks and take proactive measures.1

This blog aims to equip you with practical strategies for protecting your personal and financial information with the goal of maintaining your financial well-being.

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Identity Protection - The Best Ways to Prevent ID Theft

Submitted by JMB Financial Managers on May 20th, 2024

There isn’t a week that goes by when you don’t read about some data breach, and tens of thousands of people becoming victims of identity theft. Safeguarding your personal and financial information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect your personal identity.

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Home Title Theft: What it is and How to Protect Yourself

Submitted by JMB Financial Managers on February 11th, 2022

Owning a home or business can be one of the great joys in your life. Not only does property ownership provide you with a secure and stable living situation, but it is also provides crucial assets that are helpful for your financial planning, credit building, and wealth management. However, a little-known challenge for home or property owners can be the threat of home title theft.

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How to Protect Your Small Business From Scammers

Submitted by JMB Financial Managers on August 23rd, 2021

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.

To protect your assets, you've got to understand the small business scams that could come your way and know how to avoid them. From a PayPal scam email to cyberattacks, we're going to cover it all in this comprehensive guide.

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  • Financial Planning
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How to Use Estate Planning for Smaller Estates

Submitted by JMB Financial Managers on April 27th, 2021

What is an Estate Plan?

The word estate is most commonly associated with great wealth, but the truth is, that everyone has an estate. Everything you own, from your car and bank accounts to real estate and retirement accounts, encompasses your possessions. An estate plan is simply creating a legal document that puts your financial affairs in good order for the specific needs of the individuals and organizations you wish to receive your possessions once you’ve passed away.

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Easy Ways to Protect Your Personal Assets from Business Risk

Submitted by JMB Financial Managers on March 26th, 2021

When you start your own business you are also taking on some amount of risk. Taking on business risk doesn’t have to mean putting your personal wealth in jeopardy. In this article, we’re going to discuss ways to help you eliminate risk and protect your personal wealth.

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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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3 Simple Tips to Protect Your Personal Information Online

Submitted by JMB Financial Managers on October 17th, 2019

I 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.

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The Need for Asset Protection and Why You Should Be Planning

Submitted by JMB Financial Managers on June 19th, 2019

In our modern, litigious society, there are certain typical problems which, if not properly planned and prepared for, can cause you to lose the entirety of your savings, investments, home and/or business. The result of such a loss would create a great burden for you and those that depend on you. Asset protection is an antidote for such problems.

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Stock Market Volatility: Acting vs. Reacting

Submitted by JMB Financial Managers on January 25th, 2019

The volatile market is in the news, in the headlines, and more than likely, in your portfolio. Erratic stock markets can be worrisome for everyone - but it does not have to be.

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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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