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Taxes

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
  • Taxes
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The passing of the Tax Cuts & Jobs Act and what comes next

Submitted by JMB Financial Managers on January 23rd, 2018

We ended 2017 with big news from Congress, a tax reform unlike any seen since the 80's passed. As the new year gets underway, so does the new Tax Cuts and Jobs Act. As a taxpayer, I want to know how this will affect me, and you should too.

Tags:
  • Current Events
  • Retirement
  • Taxes
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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.

Tags:
  • Financial Planning
  • Taxes
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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.

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