Planning matters

Write Your Self Bio

Often times people can get caught up in the day-to-day routines of life and they get away from thinking about their futures. We see this as an opportunity to make a plan…

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Inheritance: Non-Qualified Investments

Three weeks ago, in Part 1 we discussed inheritance from qualified accounts. Let’s continue this conversation with non-qualified accounts. Accounts are considered non-qualified if they do not qualify for any type of tax-exempt status. The two types of non-qualified investments…

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Spend Your Money?!

Have you heard your Financial Planner express “Go! Spend your money! Take that trip!?” Or, maybe you are like me, and you hope to hear those words in the future? I’ve had the privilege of joining several meetings where the JBA Planner assured clients they could afford to spend more.

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Long Term Care Made Easy

Learning tricks on how to simplify complex concepts in the insurance world is something I enjoy reading about in the variety of industry publications I subscribe to. I recently came across a fun illustration of “Did You Knows” about Long Term Care Insurance.

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Inheritance: Qualified Accounts

Inheritance can be a tricky topic both from the perspective of giving and receiving. Whether you are on the side of leaving an inheritance or receiving inheritance from a loved one, there are things to know before naming beneficiaries or cashing a check.

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