JBL Financial Blog

Random Acts of Financial Kindness

Three Stretch IRA Alternatives

Ask our Medicare Coach | Medicare as a Retirement Strategy

Ask our Medicare Coach | Medicare Advantage

Q&A: How Do I Replace My Social Security Card?

Turning Retirement Savings Into Retirement Income

Pullbacks, Corrections, and Bear Markets, Oh My!

Tapping Retirement Savings During A Financial Crisis

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

Could You Survive A No Spend Month?

Life Insurance with Long Term Care Benefits

Medicaid or Veterans Pension?

How Loneliness Can Affect Your Financial Condition

Do You Plan to Work in Retirement?

Proxy Season Primer: Why Corporate Elections Matter to Investors

Five Things to Know Before Becoming a Landlord

Do You Know Your Mutual Funds?

Alzheimers Quiz

What Happened to Your Money?

Q&A For Medicare Season

A Primer on Dividends

Buying and Selling: Trading Basics

For Women: Pay Gap Could Lead to a Retirement Gap

How To Properly Check Medical Bills

Dividend Investing: Small Payments Can Boost Returns

Quiz: Financial Facts That Might Surprise You

Pension v. Lump Sum

How To Become a Retirement Rockstar 101

Social Security Spousal Benefits

Four Points to Consider When Setting a Retirement Income Goal

New Blended Retirement System for Military

Breaking Down Wedding Costs

Medicare Part A: Tips to Help You Navigate 

Do You Need A Free Business Consultation?

Four Tips for Downsizing in Retirement 

Systematic Withdrawals in Retirement

Retirement Planning: Estate Management Checklist

Making Sense of Net Worth

What Type of Investor Are You?

How To Set Up A Simple IRA

Five Financial Aid Myths

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

Top 5 Retirement Books, Blogs, and Resources

Employee Benefits: Medicare And Your Employees

How To Distribute Property As You Wish

How To Help Aging Parents

Can I Defer Medicare Sign Up?

What Baby Boomers Need to Know About RMDs

What Is Your Fee?

Retirement Saving: It's All About Starting Early!

A Look At Whole Life Insurance

How To Know If I Need a Trust?