JBL Financial Blog

How To Set Up A Simple IRA

Erin Lapidus
Erin Lapidus Tuesday, February 13, 2018

Setting up SIMPLE IRA plans can seem overwhelming, but are pretty simple, and also something our firm specializes in for small businesses. 

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Investing: Stock Market Analysis

Erin Lapidus
Erin Lapidus Wednesday, February 07, 2018

There is no shortage of analysis for anyone interested in investing. A search for the term “stock market analysis” turned up 16 million hits on Google and well over 200,000 hits each on Bing, and Yahoo.¹

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Planning For Capital Consumption Events

Erin Lapidus
Erin Lapidus Tuesday, January 23, 2018

 

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Five Financial Aid Myths

Erin Lapidus
Erin Lapidus Friday, January 19, 2018

 

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Investment Strategy: How Is My Mix of Stocks, Bonds, And Cash?

Erin Lapidus
Erin Lapidus Thursday, January 04, 2018

 

 

Retirement, just like your career is a series of personal decisions.  It all depends on your personal math – the science behind retirement. 

Generally, what investors have learned over time is that the mix of your assets...

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2018 Financial Resolutions To Consider

Erin Lapidus
Erin Lapidus Thursday, December 28, 2017

A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your financial situation?

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GOP Passes Tax Bill

Erin Lapidus
Erin Lapidus Wednesday, December 20, 2017

Congress just passed the tax bill. Listen to Jeff and Erin explain how this will impact you.  

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Top 5 Retirement Books, Blogs, and Resources

Erin Lapidus
Erin Lapidus Tuesday, December 19, 2017

We think our radio show, Straight Talk on Retirement, contains a wealth of information (obviously), but if you’re looking for another option we have given these our stamp of approval. Give them a listen or add these books to...

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Employee Benefits: Medicare And Your Employees

Erin Lapidus
Erin Lapidus Friday, December 15, 2017

 

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Ten Year-End Tax Tips for 2017

Erin Lapidus
Erin Lapidus Thursday, December 14, 2017

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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