Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Learn the language of life insurance.
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Term vs. Permanent Life Insurance
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
When was the last time you updated your will?
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Will Power
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
JBCTEAM.COM
Medicare Advantage 101
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
If you died, what would happen to your email archives, social
profiles, and online accounts?
JBCTEAM.COM
Safeguard Your Digital Estate
Business owners should consider a succession plan sooner rather than later.
JBCTEAM.COM
Succeeding at Business Succession
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
If you don’t have an #estatestrategy, here’s some reasons why you should.
JBCTEAM.COM
Why Everyone Needs an Estate Strategy
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
JBCTEAM.COM
Estate Management Checklist
Learn the language of life insurance.
JBCTEAM.COM
Term vs. Permanent Life Insurance
Find out whether you are insurable before implementing a strategy using life insurance.
JBCTEAM.COM
Universal Life Insurance
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
If you died, what would happen to your email archives, social
profiles, and online accounts?
JBCTEAM.COM
Safeguard Your Digital Estate
An ILIT could play a role in your estate strategy.
JBCTEAM.COM
A Primer on Irrevocable Life Insurance Trusts
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
JBCTEAM.COM
What is the Value of Your Business?
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
When was the last time you updated your will?
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Will Power
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Long-term care: three words many people hope they'll never need.
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Understanding Long-Term Care
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
JBCTEAM.COM
What is the Value of Your Business?
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Your #insurance needs don’t stay the same when the nest empties, but what changes?
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Insurance Needs Assessment: For Empty Nesters and Retirees
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
If you died, what would happen to your email archives, social
profiles, and online accounts?
JBCTEAM.COM
Safeguard Your Digital Estate
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
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Medicare At 65+
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
JBCTEAM.COM
Questions to Ask About Medicare
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
JBCTEAM.COM
Estate Management Checklist
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
JBCTEAM.COM
Is a Variable Annuity Right for Me?
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
JBCTEAM.COM
Money that Buys Good Health is Never Ill Spent
An ILIT could play a role in your estate strategy.
JBCTEAM.COM
A Primer on Irrevocable Life Insurance Trusts
Three important questions to consider before you start taking #SocialSecurity.
JBCTEAM.COM
Three Key Questions to Answer Before Taking Social Security
When was the last time you updated your will?
JBCTEAM.COM
Will Power
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
JBCTEAM.COM
Understanding the SECURE Act
Even low inflation rates can impact your retirement outlook over time.
JBCTEAM.COM
Inflation - Back to the Future
For a small business, the loss of a key person could cause financial hardship.
JBCTEAM.COM
Protecting Your Business from the Loss of a Key Person
You’ll need to weigh several factors before retiring abroad.
JBCTEAM.COM
Thinking of Retiring Abroad?
Your ideal #retirement may differ from reality, but we can work together to better align the two.
JBCTEAM.COM
RE: Retirement
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
JBCTEAM.COM
Money that Buys Good Health is Never Ill Spent
An ILIT could play a role in your estate strategy.
JBCTEAM.COM
A Primer on Irrevocable Life Insurance Trusts
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
JBCTEAM.COM
Social Security: By the Numbers
Do you know what your #insurance needs are, when you’re married, with children?
JBCTEAM.COM
Insurance Needs Assessment: Married With Children
Even low inflation rates can impact your retirement outlook over time.
JBCTEAM.COM
Inflation - Back to the Future
Is your retirement portfolio subject to “sequence of returns” danger?
JBCTEAM.COM
Retirement Income and the Traditional Portfolio
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
Here are a few key factors to consider when naming an executor for your estate.
JBCTEAM.COM
And the Executor Is
Find out whether you are insurable before implementing a strategy using life insurance.
JBCTEAM.COM
Universal Life Insurance
Have you heard these three common misconceptions about #SocialSecurity?
JBCTEAM.COM
Don't Buy The Hype
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
JBCTEAM.COM
Encore Careers: Push Your Boundaries
If you don’t have an #estatestrategy, here’s some reasons why you should.
JBCTEAM.COM
Why Everyone Needs an Estate Strategy
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
JBCTEAM.COM
Stay Safe with a B.O.P. At Your Back
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
JBCTEAM.COM
Monthly Market Insights | February 2021
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
JBCTEAM.COM
Important Birthdays Over 50
If you died, what would happen to your email archives, social
profiles, and online accounts?
JBCTEAM.COM
Safeguard Your Digital Estate
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
JBCTEAM.COM
Lesser Known Provisions of the SECURE Act
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Three tips for giving smart from the heart.
JBCTEAM.COM
Charitable Giving: Smart from the Heart
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
JBCTEAM.COM
Questions to Ask About Medicare
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
JBCTEAM.COM
Understanding the SECURE Act
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
JBCTEAM.COM
Retirement Realities
If you don’t have an #estatestrategy, here’s some reasons why you should.
JBCTEAM.COM
Why Everyone Needs an Estate Strategy
Many have heard they should avoid probate; do you understand what probate is and how it works?
JBCTEAM.COM
Problems with Probate
Generate income and rebuild principal. A powerful one-two punch.
JBCTEAM.COM
Split Annuity Strategy
Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:
JBCTEAM.COM
Qualifying For Medicare Under Age 65
Your ideal #retirement may differ from reality, but we can work together to better align the two.
JBCTEAM.COM
RE: Retirement
An ILIT could play a role in your estate strategy.
JBCTEAM.COM
A Primer on Irrevocable Life Insurance Trusts
Take an inside look into Simplified Employee Pension plans.
JBCTEAM.COM
Is a SEP-IRA Right for Your Business?
When was the last time you updated your will?
JBCTEAM.COM
Will Power
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
JBCTEAM.COM
Ways to Supplement Your Medicare Coverage
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
JBCTEAM.COM
The SECURE Act
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
JBCTEAM.COM
Silver Sneakers 101
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
JBCTEAM.COM
Estate Management Checklist
Many have heard they should avoid probate; do you understand what probate is and how it works?
JBCTEAM.COM
Problems with Probate
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
JBCTEAM.COM
Social Security: By the Numbers
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
JBCTEAM.COM
Encore Careers: Push Your Boundaries
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
JBCTEAM.COM
Critical Estate Documents
Attention Estate Executors: Do you know about the Alternate Valuation Date?
JBCTEAM.COM
Understanding the Alternate Valuation Date
When was the last time you updated your will?
JBCTEAM.COM
Will Power
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
JBCTEAM.COM
Ways to Supplement Your Medicare Coverage
Just entering retirement? Here's what you need to know.
JBCTEAM.COM
9 Facts About Retirement
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
JBCTEAM.COM
Monthly Market Insights | March 2021
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
JBCTEAM.COM
Money that Buys Good Health is Never Ill Spent
You’ll need to weigh several factors before retiring abroad.
JBCTEAM.COM
Thinking of Retiring Abroad?
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
JBCTEAM.COM
Lesser Known Provisions of the SECURE Act
If you don’t have an #estatestrategy, here’s some reasons why you should.
JBCTEAM.COM
Why Everyone Needs an Estate Strategy
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
JBCTEAM.COM
Medicare At 65+
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
JBCTEAM.COM
Breaking Down the Parts of Medicare
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
JBCTEAM.COM
Retirement Redefined
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
JBCTEAM.COM
What is the Value of Your Business?
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
JBCTEAM.COM
Trends in Charitable Giving
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
JBCTEAM.COM
Why Medicare Should Be Part of Your Retirement Strategy
Working in Retirement: New trend or same old story?
JBCTEAM.COM
Where Will Your Retirement Money Come From?
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
JBCTEAM.COM
Questions to Ask About Medicare
Here are a few key factors to consider when naming an executor for your estate.
JBCTEAM.COM
And the Executor Is
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
JBCTEAM.COM
Lesser Known Provisions of the SECURE Act
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
JBCTEAM.COM
Social Security: Five Facts You Need to Know
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
JBCTEAM.COM
Disability and Your Finances
If you died, what would happen to your email archives, social
profiles, and online accounts?
JBCTEAM.COM
Safeguard Your Digital Estate
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
JBCTEAM.COM
Social Security Benefits: How Much Will I Receive
Even low inflation rates can impact your retirement outlook over time.
JBCTEAM.COM
Inflation - Back to the Future
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
JBCTEAM.COM
Trends in Charitable Giving
How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
JBCTEAM.COM
What's My Potential Estate Tax?
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
JBCTEAM.COM
What You Should Do About Insurance Following a Divorce
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
JBCTEAM.COM
Put It in a Letter
Does your business have a retirement strategy that fits your short, long-term needs?
JBCTEAM.COM
Choosing a Retirement Plan that Fits Your Business
Three important questions to consider before you start taking #SocialSecurity.
JBCTEAM.COM
Three Key Questions to Answer Before Taking Social Security
Many have heard they should avoid probate; do you understand what probate is and how it works?
JBCTEAM.COM
Problems with Probate