Blog
The CARES Act and Required Minimum Distributions
Submitted by JMB Financial Managers on November 6th, 2020
In hopes of stimulating the economy during the COVID-19 pandemic, the federal government passed the CARES Act, that not only provided aid to those in need but included changes to your retirement plan. As we near the end of 2020, we wanted to provide you with the latest information on how the CARES Act impacts you, your retirement, and your taxes.
How to Lower Your Taxes – A Guide for Independent Contractors and the Self Employed
Submitted by JMB Financial Managers on September 17th, 2020What is Your Risk Management Plan?
Submitted by JMB Financial Managers on September 17th, 2020How Life Expectancy is Changing the Need for Retirement Planning
Submitted by JMB Financial Managers on August 13th, 2020Retirement Planning Tips for Your 40s and Beyond
Submitted by JMB Financial Managers on July 27th, 2020
When it comes to planning for retirement it's never too late to get started. At JMB Financial Managers we recognize that despite our best efforts, sometimes life gets in the way our retirement planning and savings efforts. No matter what your current situation is, we’ve got retirement planning tips to guide your through your 40s and beyond.
Retirement Planning Tips for Your 20s and 30s
Submitted by JMB Financial Managers on July 20th, 2020Mark Your Calendar for These 2020 Financial Deadlines
Submitted by JMB Financial Managers on June 30th, 2020
It’s normally easy to keep track of your numerous financial deadlines, but this year got off to a rocky start, and consequently some financial deadlines were pushed back by the Federal Government. I suggest reviewing the list below and updating your calendar as needed so you don’t miss these important deadlines!