3 Ways to Avoid the Biggest Estate Planning Mistake Everyone MakesSubmitted by JMB Financial Managers on February 13th, 2020
The Advance Healthcare Directive: An Estate Planning ToolSubmitted by JMB Financial Managers on February 20th, 2019
Why Life Insurance MattersSubmitted 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.
Everything You Need to Know About Unclaimed MoneySubmitted by JMB Financial Managers on July 16th, 2018
The Importance of Naming Your BeneficiariesSubmitted 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.
Life Insurance Will Always Matter - With or Without the Estate TaxesSubmitted 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.