JBL Financial Blog

Four Tips for Downsizing in Retirement 

Erin Lapidus
Erin Lapidus Friday, April 13, 2018

Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and emotionally draining task, but downsizing could be a savvy...

Read More

Systematic Withdrawals in Retirement

Erin Lapidus
Erin Lapidus Thursday, April 05, 2018

 

Read More

Retirement Planning: Estate Management Checklist

Erin Lapidus
Erin Lapidus Tuesday, March 27, 2018

 Estate Management Checklist

Read More

Making Sense of Net Worth

Erin Lapidus
Erin Lapidus Thursday, March 15, 2018

A look inside the U.S. government's statistics on household net worth including a few fun facts. Have a question? Ask us!

 

Read More

Inflation and Retirement Planning

Erin Lapidus
Erin Lapidus Tuesday, March 06, 2018

Why is it important to factor inflation into retirement planning?

Read More

What Type of Investor Are You?

Erin Lapidus
Erin Lapidus Thursday, February 22, 2018

Do you know your risk tolernace? Let's help you figure it out by asking you: Would you rather be reading or sky-diving?

Explore More Information

Read More

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. 

Read More

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

Read More

Planning For Capital Consumption Events

Erin Lapidus
Erin Lapidus Tuesday, January 23, 2018

 

Read More

Five Financial Aid Myths

Erin Lapidus
Erin Lapidus Friday, January 19, 2018

 

Read More