Blog Posts in December, 2015
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Merry Christmas from JGB!
Posted By JGB ConsultationWith 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 - DanContinue Reading -
A Relatives Debt After Death
Posted By JGB ConsultationAfter 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
Posted By JGB ConsultationIn 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
Posted By JGB ConsultationDeciding 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
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