Blog Posts in December, 2015

  • Merry Christmas from JGB!

    With the family together, it may be a good time to go over your estate plan. This article lists five things you need to do if you have not already done so: http://usat.ly/1NSyMpa - Dan
    Continue Reading
  • A Relatives Debt After Death

    After a loved one passes away, you may find that they have debt. You may or may not be responsible for the debt accrued by your loved one in their life time. Read the attached article entitled “Are you responsible for a relative’s unpaid bills?”, and if you have additional questions contact your attorney’s office. http://www.aarp.org/money/estate-planning/info-08-2010/debts_after_death.html - Jere ...
    Continue Reading
  • Just Give Everything Away

    In case you missed it, Facebook founder Mark Zuckerberg and his wife recently welcomed the birth of their daughter. In a rather eccentric celebration of their daughter’s birth, Zuckerberg and his wife promised to donate 99% of their Facebook shares to charity. You shouldn’t fret that the market will be flooded with Facebook stock as the transfer is to Zuckerberg’s personal charitable foundation, ...
    Continue Reading
  • Social Security Benefits And Planning For Retirement

    Deciding when to take Social Security is one of the most daunting choices our clients face. I always recommend sitting down to discuss your options with a trusted financial advisor. This article from USA Today discusses the new ‘Planning for Retirement’ tool from the Consumer Financial Protection Bureau. Click the link from the article to the CFPB’s website and see how electing benefits at ...
    Continue Reading
Page 1 of 1