JBL Financial Blog

Tapping Retirement Savings During A Financial Crisis

Erin Lapidus
Erin Lapidus Thursday, August 06, 2020
 

As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation may make it easier for Americans to access money in...

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Do Target-Date Funds Hit the Bull's-Eye for You?

Erin Lapidus
Erin Lapidus Tuesday, February 25, 2020

More than half of 401(k) participants have assets invested in target-date funds.1 These "all-in-one" funds are often the default option in workplace plans, and their apparent simplicity appeals to many investors. But...

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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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Five Financial Aid Myths

Erin Lapidus
Erin Lapidus Friday, January 19, 2018

 

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2018 Financial Resolutions To Consider

Erin Lapidus
Erin Lapidus Thursday, December 28, 2017

A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your financial situation?

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Ten Year-End Tax Tips for 2017

Erin Lapidus
Erin Lapidus Thursday, December 14, 2017

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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