JBL Financial Blog

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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What Type of Investor Are You?

Erin Lapidus
Erin Lapidus Thursday, February 22, 2018

Do you know your risk tolernace? Let's help you figure it out by asking you: Would you rather be reading or sky-diving?

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How To Set Up A Simple IRA

Erin Lapidus
Erin Lapidus Tuesday, February 13, 2018

Setting up SIMPLE IRA plans can seem overwhelming, but are pretty simple, and also something our firm specializes in for small businesses. 

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