Planning matters

1,000 Pieces

If you had a 1,000 piece picture puzzle with the pieces dumped on a table in a disorganized pile, what is the most important part of that puzzle? Most might say the corner or edge pieces. As a planner, I would say . . .

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There’s More to Thinking Than You Think: Understanding How Biases Impact Investment Decisions

The concept of behavioral finance is a relatively new field of study that combines psychological theory with conventional economics. We may not realize it, but we all have certain biases as investors, and that impacts the financial decisions we each make. Even the most disciplined investor may have difficulty overcoming personal biases – it’s how…

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Inheritance – Part 3: Property

In Part 1 and Part 2 we discussed inheritance for both Qualified and Non-Qualified investment accounts. For Part 3, we’ll take a look at some things to think about when you are leaving or inheriting property, such as homes, cars, land, art or jewelry…

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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…

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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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