JBL Financial Blog

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 claiming...

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.

Beginning January 1, 2018, the government introduced a new military retirement system that blends a defined benefit annuity with a defined contribution plan through the Thrift Savings Plan. If you enlist on or after January 1,...

Congratulations, you're getting married! While you're looking forward to the big day, chances are you're overwhelmed with all the planning you have to do...and how you can possibly afford the wedding of your dreams. After all,...

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 families...

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...

 Estate Management Checklist

A look inside the U.S. government's statistics on household net worth including a few fun facts. Have a question? Ask us!