JBL Financial Blog

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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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...

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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...

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Q&A For Medicare Season

Erin Lapidus
Erin Lapidus Friday, November 09, 2018

Questions Answered by the Coach

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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...

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