JBL Financial Blog

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...
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Retirement Planning: Estate Management Checklist

Erin Lapidus
Erin Lapidus Tuesday, March 27, 2018

 Estate Management Checklist

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Five Financial Aid Myths

Erin Lapidus
Erin Lapidus Friday, January 19, 2018

 

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How to Convert Retirement Savings Into Retirement Income

Erin Lapidus
Erin Lapidus Saturday, December 09, 2017

You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need...

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What Is Your Fee?

Erin Lapidus
Erin Lapidus Wednesday, November 22, 2017
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Interview Questions For Your Financial Advisor

Erin Lapidus
Erin Lapidus Sunday, November 12, 2017
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How To Know If I Need a Trust?

Erin Lapidus
Erin Lapidus Wednesday, October 25, 2017

We love sharing what questions our listeners are asking us, because quite frankly, everyone is most likely asking themselves the same questions.

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