Straight Talk on Retirement with JBL Financial

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Is Longterm Care Similar To Disability Insurance? Find Out! by Straight Talk on Retirement | JBL Financial

Guarantees are based on the claims paying ability of the issuing company.

Let this picture speak for itself. As Jeff say's, "John Mellencamp Status", but ALMOST Mick Jagger Status...
This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.

They are READY to go and plan to retire in August. Joe has a pension of $900 a month, both social securities are about $3700 a month. How did they come up with that number and what are their cash flow needs to make their retirement happen? Jeff and Erin break down the rules and regulations regarding their benefits to see if they meet Rockstar criteria.
This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to
provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing

David emailed in and he wants to come visit the office to see if he's a rockstar. He's very close to retirement and wants to know if he should move his investments to cash. Is this a good thing to do?
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing

Do you know if you are on the right track to rockstar status? Tom and Louise are continuing to work until their Medicare eligible. As most folks know, healthcare is expensive. Jeff breaks down their monthly expenses, social security, and pension, and decides if they are on the right track to comfortably retire.
This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.

Health Insurance algebra is all you need.

Turning 65 can be overwhelming. What plan is right for you?

For many folks when its time to transition from their company health plan to Medicare it is a whole new world. The plans are different. Most people spend their whole working life having their employre help choose their plan. Now you have the opportunity to choose whatever you want. So where do you start?