JBL Financial Blog

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...

Read More

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...
Read More

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...

Read More

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...

Read More

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.

Read More

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,...

Read More

Breaking Down Wedding Costs

Erin Lapidus
Erin Lapidus Tuesday, May 15, 2018

Congratulations, you're getting married! While you're looking forward to the big day, chances are you're overwhelmed with all the planning you have to do...and how you can possibly afford the wedding of your dreams. After all,...

Read More

Medicare Part A: Tips to Help You Navigate 

Erin Lapidus
Erin Lapidus Monday, May 07, 2018

 

Read More

Do You Need A Free Business Consultation?

Erin Lapidus
Erin Lapidus Thursday, April 26, 2018

 

 

 

When your employees retire they are faced with making the decisions about their health insurance. These decisions can be overwhelming especially when it comes to being eligible for Medicare. Erin helps hundreds of...

Read More

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