JBL Financial Blog

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.

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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,...

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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,...

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Medicare Part A: Tips to Help You Navigate 

Erin Lapidus
Erin Lapidus Monday, May 07, 2018

 

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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...

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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...

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Systematic Withdrawals in Retirement

Erin Lapidus
Erin Lapidus Thursday, April 05, 2018

 

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Retirement Planning: Estate Management Checklist

Erin Lapidus
Erin Lapidus Tuesday, March 27, 2018

 Estate Management Checklist

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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!

 

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Inflation and Retirement Planning

Erin Lapidus
Erin Lapidus Tuesday, March 06, 2018

Why is it important to factor inflation into retirement planning?

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