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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How To Become a Retirement Rockstar 101

Erin Lapidus
Erin Lapidus Thursday, June 28, 2018
  1. Do you know your monthly income need?

 The science always comes first! Do you know how much you are spending every month? This is directly related to how much capital you need to have to retire as a retirement rockstar. If...

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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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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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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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Planning For Capital Consumption Events

Erin Lapidus
Erin Lapidus Tuesday, January 23, 2018

 

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Five Financial Aid Myths

Erin Lapidus
Erin Lapidus Friday, January 19, 2018

 

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