Blog
We understand that today, more than ever, there is an overwhelming amount of financial information available. At JLJ Financial, we believe keeping you informed and educated about your financial plan and the latest news in the markets is essential to a lasting relationship built on trust. We encourage you to stay up-to-date with the links, articles, references, and relevant news we provide. You can also conveniently access your account information.
Pre-Retiree Primer (formerly Retirement InSight)
Monthly Market Insights (formerly Monthly Economic Update)
Featured Monthly Video
FMV Oct ’23 – 16 Wall Street Cliches in 60 Seconds
FMV Sep ’23 – The Other Sure Thing
FMV Aug ’23 – Should You Tap Retirement Savings to Fund College?
FMV Jul ’23 – Global and International Funds
FMV Jun ’23 – The Power of Compound Interest
FMV May ’23 – Retirement Redefined
FMV Apr ’23 – The Junk Drawer Approach to Investing
FMV Mar ’23 – Exit Strategies of the Rich and Famous
FMV Feb ’23 – The Facts About Income Tax
FMV Jan ’23 – What Smart Investors Know
FMV Dec ’22 – Estate Management 101
FMV Nov ’22 – Social Security: By the Numbers
FMV Oct ’22 – When Markets React
FMV Aug ’22 – When Do You Need A Will?
FMV Jul ’22 – Once Upon a Goal
FMV Jun ’22 – A Fruitful Retirement: Social Security Benefit
FMV Apr ’22 – The Business Cycle
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