JBL Financial Blog

What Happened to Your Money?

Erin Lapidus
Erin Lapidus Wednesday, November 28, 2018

If you don't know what happened to your money during the past year, it's time to find out. December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other...

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Q&A For Medicare Season

Erin Lapidus
Erin Lapidus Friday, November 09, 2018

Questions Answered by the Coach

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A Primer on Dividends

Erin Lapidus
Erin Lapidus Tuesday, October 23, 2018

Dividend Dates. There are four important dates for dividends: 

Declaration Date: The company announces when it will pay a dividend and how much the dividend will be worth. Ex-Dividend Date: Shareholders of record before this...

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Buying and Selling: Trading Basics

Erin Lapidus
Erin Lapidus Thursday, September 13, 2018

 

The New York Stock Exchange Group averaged more than 5.7 million trades per day in 2017, with an average of almost 1.5 billion shares changing hands. 1   Many of these trades are more complex than most investors need to...
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For Women: Pay Gap Could Lead to a Retirement Gap

Erin Lapidus
Erin Lapidus Thursday, September 06, 2018

Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. The difference in wages, coupled with other factors, can lead to a shortfall in retirement savings for women. 

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How To Properly Check Medical Bills

Erin Lapidus
Erin Lapidus Saturday, August 18, 2018

I just received a large bill for a recent hospital visit. How can I check whether it's accurate?

In today's complex world of medical billing, you may have difficulty understanding exactly which procedures you're being...

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Quiz: Financial Facts That Might Surprise You

Erin Lapidus
Erin Lapidus Wednesday, July 18, 2018

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.

 

Questions

1. The first organized stock market in New...

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Social Security Spousal Benefits

Erin Lapidus
Erin Lapidus Monday, June 18, 2018

Social Security. One of the most complicated questions in retirement planning.  We received a question the other day that felt worth sharing to us. It begins as follows: 

"I am a year older than my wife. I plan to defer...

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