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Don’t Leave Money Behind: Finding Your Missing 401(k)s
Submitted by JMB Financial Managers on March 11th, 202510 Facts You May Not Know About Social Security
Submitted by JMB Financial Managers on January 17th, 2025Turn Tax Stress Into Savings: 6 Strategies for Small Businesses
Submitted by JMB Financial Managers on December 18th, 20245 Financial Steps to Take at the End of the Year
Submitted by JMB Financial Managers on December 3rd, 2024
The end of the year is prime time to reflect on whether you've met your financial goals. Some examples include repaying debt, saving for college, or building an emergency fund. Giving your finances a year-end checkup can help get you back on track.
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.
Ten Common Estate Strategy Mistakes You Should Avoid
Submitted by JMB Financial Managers on September 28th, 2024
Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen this as something that gets overlooked. In a 2024 survey, Caring.com found that less than one-third of Americans had wills.