Posts by jfpbase
Women and Retirement
Women’s history month is about to come to an end and before it does, we wanted to give you some information specific to women and retirement. According to a survey…
Read MoreHappy Thanksgiving
The holiday season is in full swing now. The weather is getting chillier, black Friday sales are popping up, and stores have holiday displays in full swing. It’s the time…
Read MoreDo you Know How Your Adviser Gets Paid?
As Certified Financial Planner practitioners, we operate under a fiduciary standard, always focusing on the best interests of the client. Conflicts of interest, if any, must be fully disclosed. Any…
Read MoreDon’t forget to update your beneficiaries
Updating your beneficiaries doesn’t take very long and is incredibly important. A Beneficiary is someone who will inherit your assets to certain accounts when you pass away. It’s very common…
Read MoreTalking About Money With Friends
Have you ever been in a situation where you wanted to talk to your friends about money, but you weren’t sure how to bring it up? Money is a tricky subject with…
Read MoreAnother Subscription?
Have you seen an ad for some type of subscription service today? Most likely the answer is yes. From streaming services to clothing companies, it seems like everyone has made…
Read MoreCOVID and Your Credit Score
With everything going on in the world right now, a credit score is the last thing on a lot of people’s minds. However, if neglected, it can hurt you for a…
Read MoreChoosing an Apartment
Whether this will be your first time looking at an apartment for yourself or you’ve already been living on your own for a bit, choosing a new apartment can be…
Read MoreReaching High for Your Goals
Let’s talk about goals! Everyone has them, but how measurable are yours? In financial planning a goal should have three parts: Purpose, Time, Amount (PTA). By having these three things,…
Read MoreShould You Be Investing?
Investing can be overwhelming when you’re first starting out. Many people have told me they want to start investing because they heard from friends or family it’s the best thing…
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