Planning Matters.

Company Retirement Plans Need a Makeover

As company pensions become less common, today’s workers are becoming heavily responsible for attaining retirement security through their own savings. That’s no small task.

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The Benefits of Saving Early

People often ask me what the number one mistake is when it comes to investing and saving for retirement. Is it high fees and expenses? Is it lack of diversification? Is it selling at the wrong time? My answer is always the same: it’s procrastination.

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How Do the New DOL Rules Affect You?

You have probably been reading or hearing about the new Department of Labor (DOL) ruling in regards to financial advisors and their “fiduciary duty”. What does “fiduciary duty” mean and how does it affect JBA clients?

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Can I Gift to Charity from my IRA?

A Qualified Charitable Distribution (QCD) is a distribution from an IRA direct to a charity. In 2015 lawmakers made this provision, which was temporary, permanent. QCDs are a tax efficient way to support organizations that are important to you.

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Deciding When to Retire

We spend a great deal of time helping clients decide the best time to retire. Retirement is no longer age-dependent for most of us. We are free to work as long as we like, assuming our health is good. That opens up a lot of possibilities!

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