Jax Federal Investment Services

Providing financial advice and counseling using a client centric approach while striving to maintaining the highest ethical standards

[05/11/20]   Happy Belated Mother’s Day! I hope all moms had a wonderful weekend!

Stay Safe, Sane & Healthy!


Here's how much more money you'd have if you delayed retirement until 70, according to Stanford researchers

As CNBC notes, some Stanford University researchers think Americans should wait until 70 to retire: https://tinyurl.com/y6yt3tu3

cnbc.com "Delaying retirement, even if for a few years, can significantly increase the eventual retirement income," researchers from the Stanford Center on Longevity and Society of Actuaries report.


As Family Dynamics Change, Your Life Insurance Should, Too

What has changed in your life or career? As Forbes notes, life events could call for life insurance updates: https://tinyurl.com/yyzopmp6

forbes.com Family dynamics can complicate your financial planning process, so it's important that you review any life insurance policies if your family dynamics change.


How to Fight a Health Insurance Denial

An insurer denies your health insurance claim. What do you do? NextAvenue has some suggestions: https://tinyurl.com/y5l97ko3

nextavenue.org Step-by-step instructions to appeal a health insurance claim


4 Ways To Start A Side Hustle In Retirement

Want to earn some extra income in retirement? This Forbes post offers 4 tips to help you find a way: https://tinyurl.com/y3t7hcot

forbes.com Side Hustle tips from Chris Guillebeau, author of '100 Side Hustles'


What Is an Estate Plan and Do You Need One?

Why is it so important to have an estate strategy? Take a look at this post @ TheStreet: https://tinyurl.com/y32mvm8y

thestreet.com A good estate plan can save you major asset problems down the road. Here's why.


Women must keep finding ways to avoid the 'money FOG'

A CNBC post explains how women can lift the money FOG that sometimes interferes with saving and investing: https://tinyurl.com/yxj6wrja

cnbc.com Money "FOG" — fear, obligation, guilt — attacks women's sparkling minds and blocks healthy views on money. Money FOG slows the progress needed to grow, keep and distribute wealth. And wealth is the key for supporting the life a woman desires for herself as well as for those whom she loves and su...


What Do We Tell The Children? Intergenerational Talks About The Family Business And Wealth

What are the keys to teaching your children to value family wealth? Forbes provides some perspective @ https://tinyurl.com/y2gwmpmz

forbes.com Families that have accumulated substantial wealth and built family enterprises continually ponder how to pass on their wealth and leadership to best serve their heirs. With a desire to see the passage go well, wealth creators seek assistance and make plans to encourage a positive outcome.


For Estate Plan To Work As Intended, Assets Must Be Properly Titled

Forbes explains why asset titling is so crucial in an estate strategy: https://tinyurl.com/yy2p5sft

forbes.com Wills are a key part of estate planning, but to assure that your estate plan fulfills your intentions, speak with your attorney or planner on the proper titling of your assets.


The $3.4 Trillion Retirees Aren’t Getting From Social Security

Is the average retiree household at risk of losing $111K in Social Security benefits? Yes, NextAvenue claims: https://tinyurl.com/y4bkcmz2

nextavenue.org A new study's findings, and what could get more money in retirees' pockets


Grandparents in the US spend a whopping $179 billion per year on their grandkids

How much does the average grandparent spend on his or her grandkids? $2,500 a year, Considerable reports: https://tinyurl.com/yx955958

considerable.com Grandparents have long been celebrated for passing along wisdom to their grandkids. According to a this survey, growing numbers are also passing along cash.


Can You Deduct Medical Expenses on Your Taxes?

What medical expenses can you deduct? Read this article @ Yahoo! Finance: https://tinyurl.com/y278z3kf

finance.yahoo.com Paying for health insurance and medical bills can get costly. Luckily, you can recoup some of those costs when you file your taxes by taking a deduction for medical expenses. To do so, the expenses in questions must meet the qualifications outlined … Continue reading ->The post Can You Deduct Medi...


Your child's sports could be sabotaging your financial health

Some households spend $500 or more a month on youth sports, CNBC reports, and it is pressuring their finances: https://tinyurl.com/y5e8zaxq

cnbc.com More parents — specifically dads — are shelling out big bucks every month so that their children can pursue their athletic dreams. But that spending could cost you, specifically when it comes to your own retirement.


Parents Owe $89 Billion In Student Loans - Here's What To Do About It

Forbes lists a couple of options that may help parents deal with outstanding federal student loans: https://tinyurl.com/y5fp8msa

forbes.com Here's how parents can manage student loans.


3 Lies People Tell Themselves About Estate Planning

A candid, straightforward Forbes article lists 3 lies people tell themselves about estate planning: https://tinyurl.com/y4j4e5r8

forbes.com To delay or get out of estate planning, people tell themselves all sorts of lies. Here are three lies people frequently tell themselves to delay, or avoid estate planning altogether. In your natural tendency to want to avoid contemplating your own demise, don’t convince yourself that they’re tru...


10 ways to take a bite out of your tax bill

An article @ USA TODAY lists 10 potential ways to lower your 2019 taxes: https://tinyurl.com/y6fv8y5f

usatoday.com If you want to cut your tax bill, taking any or all of these steps can save you hundreds or even thousands of dollars.

I received two valuable pieces of advice this week 1: “You should get better at taking selfies” - my wife 2: “you need to share more of yourself with the people around you; tell people what you do and who you are” - my mentee

So I tried to take a selfie with the some staff here Jax Federal Credit Union this week after we spent some time training on what investments can do for our members! Selfies are still a work in progress, we nailed the training. Have a great Friday! #creditunion #investments #members #workinprogress


6 Estate Planning Tips For Blended Families

Estate planning for blended families involves some special considerations. Forbes briefly notes them @ https://tinyurl.com/y52toycw

forbes.com It is estimated that more than half of U.S. families are remarried or re-coupled. If you are in this category and raising a blended family, you need to know how to protect your family and your assets.


Parents Are Giving Their Kids an Average of $39,000 to Buy a Home — and It Could Jeopardize Their Own Retirement

Some young homebuyers get five-figure financial help from their parents. Money calls this a retirement problem: https://tinyurl.com/y3nba9c5

money.com 'It absolutely is a problem.'


Women must keep finding ways to avoid the 'money FOG'

A CNBC article says women must cut through the money FOG. What does that mean? Click here: http://tinyurl.com/yxj6wrja

cnbc.com Money "FOG" — fear, obligation, guilt — attacks women's sparkling minds and blocks healthy views on money. Money FOG slows the progress needed to grow, keep and distribute wealth. And wealth is the key for supporting the life a woman desires for herself as well as for those whom she loves and su...


Estate planning: 6 steps to ensure your family is financially ready for when you die

This USA TODAY article lists 6 wise estate planning steps. How many have you taken? http://tinyurl.com/y6zqptw9

usatoday.com Only 42 percent of Americans have a will or other estate planning documents, according to a 2017 Caring.com study.


The Generation of Grandparents Who Keep Their Grandchildren Afloat

Why are so many grandparents giving money to grandkids? The Atlantic looks at the motivations: http://tinyurl.com/yx9lmbuk

theatlantic.com They’re eager to help out—even if that means putting themselves at financial risk.


3 Reasons Your Retirement Shouldn't Hinge on Social Security -- The Motley Fool

The Motley Fool identifies 3 reasons not to rely too heavily on Social Security in retirement @ http://tinyurl.com/yyecs6d7

fool.com It's okay to look forward to Social Security -- but be sure to have a backup plan.


5 Retirement Planning Steps For Women

A Forbes article identifies 5 key retirement planning steps for women: https://tinyurl.com/yy9tv86t

forbes.com How should women plan for their life after work? Some things are different for them.


6 Reasons Why You Should Have An Estate Plan

Forbes presents 6 good reasons to have an estate plan: http://tinyurl.com/y2wqovpl

forbes.com While you may think that only the ultra-wealthy need an estate plan, anyone—regardless of age, marital status or net worth—can benefit from having a plan in place if the unexpected happens. Here are six reasons why you should have an estate plan at any stage of life.


5 Estate Planning Strategies For Singles

Do single people need estate planning? The answer is often yes, and Forbes explains why: http://tinyurl.com/yxuerdhc

forbes.com Are you single and approaching retirement without an estate plan? Death bed planning is not fun, and neither is becoming incapacitated and not having named the right people to care for you and your assets. Put a plan in place to take care of yourself now while you are the decision maker.


Failing to have a will is one of the worst financial mistakes you can make

Failing to have a will can be a terrible financial mistake, CBS This Morning reminds us. To see why, visit https://tinyurl.com/y4v3ya5r

A Massachusetts woman could lose the home she has lived in for most of her life because her stepfather did not leave a will


The Problems With Do-It-Yourself Online Wills

Do-it-yourself wills can lead to estate planning problems. NextAvenue notes why @ https://www.nextavenue.org/do-it-yourself-online-wills

nextavenue.org These documents could save money, but can lay estate planning traps


Here's the trickiest IRA tax trap retirees need to avoid

CBS Moneywatch points out a tricky IRA tax trap retirees need to avoid: http://tinyurl.com/y7xhfqkc

The rules for annual required minimum distributions can hit you with investment losses if you aren't careful


Entrepreneurs Can't Afford to Stint on Disability Insurance

If you work for yourself, it is smart to shop for disability insurance. Take it from Entrepreneur: https://tinyurl.com/y6l5ak6t

entrepreneur.com Illness or injury can be disastrous, especially for those living paycheck to paycheck.


3 Big Financial Risks Retirees Face Late in Life -- The Motley Fool

The Motley Fool identifies 3 major money risks that tend to appear after age 75 @ https://tinyurl.com/yy8njvyu

fool.com Will one or more of these derail your retirement?


How to start difficult financial conversations with your aging parents

CBS This Morning has some tips on how to have difficult money conversations with aging parents: https://tinyurl.com/y6crkcaq

Many families do not plan ahead for the care of aging parents, and the financial burden often falls on adult children


Why Older Millennials Need To Start Taking Life Insurance Seriously

As Forbes recognizes, life insurance needs to become a priority for older millennials: https://tinyurl.com/yy4zytby

forbes.com Millennials are getting older, and need to start thinking about life insurance and estate planning. New FinTechs are looking to attract these users with tech-based solutions.


That college scholarship may actually be subject to income tax

Did you know that some college scholarships are taxable? Learn more in this CNBC post: https://tinyurl.com/y6z63a8u

cnbc.com Few people would expect to face a tax bite on a scholarship, yet there are situations in which that might be the case. Here's what you should know.


Most of the 55-and-older crowd do little planning for end of life

As CNBC reports, too many baby boomers lack wills and a durable power of attorney. Do you have them in place? http://tinyurl.com/y8tqf6gt

cnbc.com Nearly half of people in the 55-plus age group lack a last will and testament, and an even greater number doesn't have other key legal documents that help ensure your wishes are carried out, according to a study.

Jax Federal Investment Services

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Securities offered through LPL Financial, member FINRA/SIPC. www.finra.org and www.sipc.org Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Jax Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Jax Federal Credit Union and are not endorsed, recommended or guaranteed by Jax Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA, CT, FL, GA, ID, IL, KS, KY, MA, MD, MI, MT, NC, OH, SC, TX, VA

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