JBL Financial Blog

Do Target-Date Funds Hit the Bull's-Eye for You?

Erin Lapidus
Erin Lapidus Tuesday, February 25, 2020

More than half of 401(k) participants have assets invested in target-date funds.1 These "all-in-one" funds are often the default option in workplace plans, and their apparent simplicity appeals to many investors. But...

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Could You Survive A No Spend Month?

Erin Lapidus
Erin Lapidus Thursday, January 16, 2020

Would you take on a 30-day challenge to spend money only on necessities such as rent, utilities, and groceries? During a no-spend month, many common activities — including dining out, buying movie or concert tickets, and...

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Life Insurance with Long Term Care Benefits

Erin Lapidus
Erin Lapidus Thursday, September 05, 2019

 

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Medicaid or Veterans Pension?

Erin Lapidus
Erin Lapidus Thursday, July 11, 2019

 

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How Loneliness Can Affect Your Financial Condition

Erin Lapidus
Erin Lapidus Wednesday, May 29, 2019

According to a Pew Research Center survey, one in 10 Americans reports feeling lonely or isolated from others all or most of the time. While this number may not sound significant, it is alarming, considering that loneliness...

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How do I replace my Social Security card?

Erin Lapidus
Erin Lapidus Tuesday, May 14, 2019

Chances are, you probably have your Social Security number memorized, so you may not have had to use your card in awhile. However, there are times when you may be required to show your actual card, such as when you start a new...

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Do You Plan to Work in Retirement?

Erin Lapidus
Erin Lapidus Tuesday, May 07, 2019

This infographic was created by Broadridge Financial Solutions.  

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Proxy Season Primer: Why Corporate Elections Matter to Investors

Erin Lapidus
Erin Lapidus Thursday, March 14, 2019

Investors who own shares of common stock have the right to vote in elections on certain corporate matters. Election outcomes can help determine the company's short- and long-term profitability, and ultimately the stock price.

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Five Things to Know Before Becoming a Landlord

Erin Lapidus
Erin Lapidus Tuesday, February 26, 2019

Increased cash flow, property appreciation, and tax benefits are three major reasons why people want to own rental properties. But being a landlord takes time and money, so before you purchase an investment property or rent...

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Do You Know Your Mutual Funds?

Erin Lapidus
Erin Lapidus Sunday, February 10, 2019

 Know Your Mutual Funds

Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors; other goals included saving...

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