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Financial Planning

2023 Financial Deadlines to Add to Your Calendar

Submitted by JMB Financial Managers on January 24th, 2023

There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadline that you should add to your calendar for 2023.

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  • Financial Planning
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3 Year-End Tax Saving Moves to Make in 2022

Submitted by JMB Financial Managers on November 16th, 2022

Year-end is quite possibly the most hectic time for small business owners, and 2022 is no different. Even if the year unraveled differently than planned, it is time to look back, measure how the business did, and begin planning for 2023.

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  • Financial Planning
  • Taxes
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Infographic: 8 Benefits of Financial Planning

Submitted by JMB Financial Managers on October 12th, 2022

Most Americans never engage in the financial planning process. Especially in today’s world with so many unpredictable events, such as a pandemic or hurricane, it can be hard to think about planning for the future. However, not having a clear, detailed plan for your future financial success can increase your stress levels, anxiety, and fear of not having enough money to cover your basic needs.

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  • Financial Planning
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Financial Planning for Nonprofits

Submitted by JMB Financial Managers on May 27th, 2022

According to the National Council of Nonprofits, about 21% of all nonprofits have an annual budget of $50,000 or less. With this in mind, maximizing the assets and income of the organization is critical, as every cent counts.

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  • Charitable Planning
  • Financial Planning
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Celebrate Financial Planning Month by Following These 5 Steps

Submitted by JMB Financial Managers on October 19th, 2021

Did you know that half of all Americans would be unable to cover an unexpected expense this month? Unfortunately, financial planning isn't a hot topic for most people, but you can't afford to neglect this important aspect of your life any longer. 

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  • Current Events
  • Financial Planning
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7 Financial Planning Tips for Your 20s and 30s

Submitted by JMB Financial Managers on October 14th, 2021

Seventy-five percent of Americans have no financial plan. From savings to paying off debt to retirement funds, many are just winging it and hoping for the best. Especially when you’re in your 20s and 30s and just starting out on your financial journey, creating a financial plan and sticking to it can feel scary and overwhelming.

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  • Financial Planning
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Protect Yourself 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.

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  • Asset Protection
  • Financial Planning
  • Small Business
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3 Easy Ways to Improve Your Business Finances

Submitted by JMB Financial Managers on July 16th, 2021

As in your personal life, having a good handle on your business finances can make a world of difference. Good financial standing is beneficial to you professionally and personally as it reduces stress and puts you on the right path towards financial success.

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  • Financial Planning
  • Small Business
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8 Benefits of Financial Planning

Submitted by JMB Financial Managers on July 9th, 2021

Financial Planning is incredibly important for your future. In fact, it can be just as important as eating healthy and exercising. Unfortunately, the average American never even engages in the financial planning process.

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  • Financial Planning
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5 Pillars of a Solid Financial Foundation

Submitted by JMB Financial Managers on April 16th, 2021

By the time you turn 35, you probably have chosen a career, own or rent a home (house, apartment, condo, etc.), and have a better financial situation place than when you were in your mid-twenties. With a steady income you can now set your sights upon building a solid financial foundation for the future.

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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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