Millennials, Prepare for Your Financial Future
Today’s blog post takes a look at a few ways millenials can be taking the right financial steps to setting up a financially secure future.
Apr 30, 2019
financial planning
What’s the “Magic Number”?
Often people have an idea there is a “magic number” they need to save for retirement to be a reality. While savings goals are great, the ability to retire is much more closely tied to a different number: Monthly Expenses!
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 . . .
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...
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.
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…
