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Affording the College Education Your Child Desires

Submitted by JMB Financial Managers on May 27th, 2021

Most parents want to fund their children’s college education as much as they can. In fact, 49% of parents want to pay 75% of their child’s school costs.

Tags:
  • Paying for College
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How to Use Estate Planning for Smaller Estates

Submitted by JMB Financial Managers on April 27th, 2021

What is an Estate Plan?

The word estate is most commonly associated with great wealth, but the truth is, that everyone has an estate. Everything you own, from your car and bank accounts to real estate and retirement accounts, encompasses your possessions. An estate plan is simply creating a legal document that puts your financial affairs in good order for the specific needs of the individuals and organizations you wish to receive your possessions once you’ve passed away.

Tags:
  • Asset Protection
  • Estate Planning
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5 Pillars of a Solid Financial Foundation

Submitted by JMB Financial Managers on April 16th, 2021

By the time you turn 35, you probably have chosen a career, own or rent a home (house, apartment, condo, etc.), and have a better financial situation place than when you were in your mid-twenties. With a steady income you can now set your sights upon building a solid financial foundation for the future.

Tags:
  • Financial Planning
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Easy Ways to Protect Your Personal Assets from Business Risk

Submitted by JMB Financial Managers on March 26th, 2021

When you start your own business you are also taking on some amount of risk. Taking on business risk doesn’t have to mean putting your personal wealth in jeopardy. In this article, we’re going to discuss ways to help you eliminate risk and protect your personal wealth.

Tags:
  • Asset Protection
  • Incorporating
  • Small Business
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8 First-Time Home Buying Expenses to Prepare For

Submitted by JMB Financial Managers on March 13th, 2021

There’s nothing more exciting than buying your first home. Whether it’s a condo, a sprawling mansion, or anything in between, buying your first home makes you feel like you are getting ahead in life.

Tags:
  • Financial Planning
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Inflation is Here – What to Expect in 2021

Submitted by JMB Financial Managers on March 2nd, 2021

The pandemic, unusual weather, and increasing demand for food contributed to the largest yearly rise in food prices in nine years during 2020 and food costs are expected to increase further in 2021.

Tags:
  • Current Events
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8 Financial Terms You Need to Know

Submitted by JMB Financial Managers on February 26th, 2021

You may have heard several, or all, of the below terms and phrases at some point in your life but never truly understood what they meant. These 8 financial terms are the most important for you to understand as a young adult starting on your financial journey.

Tags:
  • Financial Planning
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3 Ways for New Business Owners to Build Good Credit

Submitted by JMB Financial Managers on January 22nd, 2021

When your business is in its early stages, there are many things that you have to learn as you go. But building your business’ credit should not be one of them. We’ve put together a few simple tips that will help you build good business credit.  

Tags:
  • Small Business
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2021 Financial Deadlines to Add to Your Calendar

Submitted by JMB Financial Managers on January 21st, 2021

There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadlines that you should add to your calendar for 2021.

Tags:
  • Current Events
  • Financial Planning
  • Read more

5 Tips for Charitable Giving to Reduce Your Taxable Income

Submitted by JMB Financial Managers on December 15th, 2020

‘Tis the season of giving and, as the end of the year approaches, it is also the time to make year-end tax saving moves. Regardless of the tax benefits, giving back to your community, especially after the devastating year we’ve had, can truly change people’s lives.

Tags:
  • Charitable Planning
  • Taxes
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Categories

  • Asset Protection (12)
  • Charitable Planning (6)
  • Current Events (34)
  • Estate Planning (10)
  • Financial Planning (23)
  • Incorporating (5)
  • Independent Contractors (1)
  • Insurance Basics (9)
  • Investing (11)
  • Paying for College (6)
  • Retirement Planning (28)
  • Small Business (20)
  • Taxes (15)

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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