JBL Financial Blog

Buying and Selling: Trading Basics

Erin Lapidus
Erin Lapidus Thursday, September 13, 2018

 

The New York Stock Exchange Group averaged more than 5.7 million trades per day in 2017, with an average of almost 1.5 billion shares changing hands. 1   Many of these trades are more complex than most investors need to...
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For Women: Pay Gap Could Lead to a Retirement Gap

Erin Lapidus
Erin Lapidus Thursday, September 06, 2018

Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. The difference in wages, coupled with other factors, can lead to a shortfall in retirement savings for women. 

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How To Properly Check Medical Bills

Erin Lapidus
Erin Lapidus Saturday, August 18, 2018

I just received a large bill for a recent hospital visit. How can I check whether it's accurate?

In today's complex world of medical billing, you may have difficulty understanding exactly which procedures you're being...

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Dividend Investing: Small Payments Can Boost Returns

Erin Lapidus
Erin Lapidus Sunday, August 05, 2018

 

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Quiz: Financial Facts That Might Surprise You

Erin Lapidus
Erin Lapidus Wednesday, July 18, 2018

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.

 

Questions

1. The first organized stock market in New...

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Pension v. Lump Sum

Erin Lapidus
Erin Lapidus Tuesday, July 10, 2018
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of state and...
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How To Become a Retirement Rockstar 101

Erin Lapidus
Erin Lapidus Thursday, June 28, 2018
  1. Do you know your monthly income need?

 The science always comes first! Do you know how much you are spending every month? This is directly related to how much capital you need to have to retire as a retirement rockstar. If...

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Social Security Spousal Benefits

Erin Lapidus
Erin Lapidus Monday, June 18, 2018

Social Security. One of the most complicated questions in retirement planning.  We received a question the other day that felt worth sharing to us. It begins as follows: 

"I am a year older than my wife. I plan to defer...

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Four Points to Consider When Setting a Retirement Income Goal

Erin Lapidus
Erin Lapidus Saturday, June 09, 2018

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations to help you get started.

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New Blended Retirement System for Military

Erin Lapidus
Erin Lapidus Thursday, May 24, 2018

Beginning January 1, 2018, the government introduced a new military retirement system that blends a defined benefit annuity with a defined contribution plan through the Thrift Savings Plan. If you enlist on or after January 1,...

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