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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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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Are you “ABLE” to utilize an ABLE account?

An ABLE account, also known as a 529 ABLE or 529A account is a state-run savings program for eligible people in the United States. The ABLE Act, also known as the Stephen J. Beck Jr. Achieving a Better Life Experience Act of 2014 is first of its kind legislation that recognizes the significant costs associated…

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