JBL Financial Blog

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...

Read More

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...

Read More

Alzheimers Quiz

Erin Lapidus
Erin Lapidus Friday, December 07, 2018

Alzheimer's Disease Myths and Facts Quiz

The probability of needing long-term care is growing. According to the U.S. Department of Health and Human Services, Americans turning age 65 today have nearly a 70% chance of needing...

Read More

What Happened to Your Money?

Erin Lapidus
Erin Lapidus Wednesday, November 28, 2018

If you don't know what happened to your money during the past year, it's time to find out. December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other...

Read More

Q&A For Medicare Season

Erin Lapidus
Erin Lapidus Friday, November 09, 2018

Questions Answered by the Coach

Read More

A Primer on Dividends

Erin Lapidus
Erin Lapidus Tuesday, October 23, 2018

Dividend Dates. There are four important dates for dividends: 

Declaration Date: The company announces when it will pay a dividend and how much the dividend will be worth. Ex-Dividend Date: Shareholders of record before this...

Read More

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...
Read More

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. 

Read More

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...

Read More

Dividend Investing: Small Payments Can Boost Returns

Erin Lapidus
Erin Lapidus Sunday, August 05, 2018

 

Read More