Blog Posts in January, 2016

  • Strategies for Estate Planning

    Estate Planning is not just for the super wealthy. We all need to have the tools in place to ensure that our wishes are met. Read the attached article about strategies to keep your money in your family. http://money.usnews.com/money/retirement/articles/2015/11/19/5-estate-planning-strategies-to-keep-your-money-in-the-family - Jeremy
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  • Happy New Year!

    For those approaching retirement, a common New Year’s resolution is to knuckle down and finally learn how their Social Security will work. A recent article in USA Today described the Federal Government’s new tool to help consumers understand how their choices on when to take Social Security payments will affect their benefits. As always, we at JGB recommend that you talk to your own financial ...
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  • Estate Planning Tips For Individuals Under 40

    It is important for all adults to have at least a basic estate plan, regardless of age. The basic estate planning essentials for all persons over the age of 18 include a will, durable power of attorney, healthcare power of attorney and living will; these documents are particularly important for individuals with minor children. In the attached article there are tips for individuals specifically ...
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