Planning matters

Tax Planning Time

It’s warm outside and chances are you’re thinking about your air conditioning more than taxes. But now is an ideal time to understand how changes to the tax law affect you. As your financial advisors, we have these changes on our radar and wanted to make sure you’re thinking about them too – in between sips of your cold lemonade, of course…

Read More

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.

Read More

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.

Read More

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…

Read More

Salary Impacts to Social Security

Isn’t my Social Security benefit based on my last three years of salary? One topic we routinely talk about with clients is when to draw Social Security. Often, that also leads to discussing how much their salary in their final working years will impact the amount of their benefit. 

Read More