Episodes
Aug 21, 2017
Aug 21, 2017
5 min
Jeff and Erin break down all you need to know about your insurance plans.
Aug 21, 2017
Aug 18, 2017
Aug 18, 2017
4 min
A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. For balance, please add the following to include each option below:
• Leave the money in his/her former employer’s plan, if permitted;
• Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted;
• Roll over to an IRA; or
• Cash out the account value
To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
Aug 9, 2017
Aug 9, 2017
6 min
Want some more information on how we "coach"? One of our favorite call in clients, Sal, joins us!
Jul 27, 2017
Jul 27, 2017
10 min
Joe and Paul recently compared their retirement plans to take a look at the better option.
Jul 27, 2017
Jul 27, 2017
Jul 19, 2017
Jul 13, 2017
Jul 13, 2017
2 min
How long do I need to wait to take social security? The Health Insurance Coach answers. Coventry and Aetna are separate entities from LPL Financial
Jul 13, 2017
Take the First Step Towards a Confident Retirement With JBL Financial
Are you feeling overwhelmed by the complexities of retirement planning? Do you find yourself unsure about where to start or how to make smart financial choices for your future? We understand the challenges you face when it comes to retirement. That's why we offer personalized retirement coaching to guide you every step of the way.
With a team of certified professional retirement coaches and counselors, we are here to provide you with the knowledge, support, and guidance you need to understand the complexities of retirement planning.
Don't wait—reach out and let's start planning for your future now.