Planning Matters
We share our expert knowledge and advice because it’s the right thing to do.
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.
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.
Pearls of Wisdom: Following your Passion into an Encore Career
Did you know that traditional retirement, the idea of taking an endless vacation starting in one’s fifties or sixties, is losing it’s appeal? As people enjoy longer, healthier lives we are seeing more interest in a new concept among our early-retiree clients – pursuing an Encore Career...
DOWNSIZING
At some point in life, most of us decide to downsize. The children have left the nest, the home office is closed for business, scrubbing...
Embrace Change
It's no secret that automation, machine learning, and robotics have arrived, but many people still don't realize the disruption that automation can cause to even highly-skilled workers. Protect yourself from putting your financial future in jeopardy...
Pearls of Wisdom: Managing a Windfall
It’s the problem everyone wants to have: how should you spend a large additional sum of money? Whether the source is an inheritance, bonus or gain realized on the sale of an asset, the boost to your bank account can create the urge to splurge. As you begin to think about what you might do with your windfall, consider the following tips...
