JBL Financial Blog

Investment Strategy: How Is My Mix of Stocks, Bonds, And Cash?

Erin Lapidus
Erin Lapidus Thursday, January 04, 2018

 

 

Retirement, just like your career is a series of personal decisions.  It all depends on your personal math – the science behind retirement. 

Generally, what investors have learned over time is that the mix of your assets...

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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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Top 5 Retirement Books, Blogs, and Resources

Erin Lapidus
Erin Lapidus Tuesday, December 19, 2017

We think our radio show, Straight Talk on Retirement, contains a wealth of information (obviously), but if you’re looking for another option we have given these our stamp of approval. Give them a listen or add these books to...

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Employee Benefits: Medicare And Your Employees

Erin Lapidus
Erin Lapidus Friday, December 15, 2017

 

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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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How To Distribute Property As You Wish

Erin Lapidus
Erin Lapidus Thursday, December 14, 2017
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How To Help Aging Parents

Erin Lapidus
Erin Lapidus Monday, December 11, 2017

Thanks to healthier lifestyles and advances in modern medicine, there are more Americans over the age of 65 than there have ever been. The U.S. Census Bureau estimates that by 2050, more than 20 percent of U.S. residents will...

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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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Are There Cheap Missouri Health Insurance Plans?

Erin Lapidus
Erin Lapidus Thursday, November 30, 2017

One of my favorite ways to educate my listeners and clients is sharing the questions I commonly receive in hopes that they help you out too. In most cases, someone somewhere else, with a similar position at a similar company...

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What Baby Boomers Need to Know About RMDs

Erin Lapidus
Erin Lapidus Monday, November 27, 2017

It's Time for Baby Boomer RMDs!

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