JL3 Financial

07/14/2026

Don't miss our Fireside Chat today at 4:00 PM! Please register using the link below. We hope to see you all there:
Registration Link: https://us02web.zoom.us/meeting/register/tZAocO2vrD8pHNw-KFsTLwkLmewrY_DjdPez?fbclid=IwY2xjawTDJL5leHRuA2FlbQIxMABicmlkETF6T1RiczNTd09aSmpwTXM5c3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHmD-cw72OGLzvARVcqsgRcUjye3kDx6Rqkz7hKvgxznJPQ8ocBGXflD5PfT1_aem_fE0QzwhwWsV1ZiKN2nD6Kg #/registration

Join us on Tuesday, July 14th at 4:00 PM CST for our quarterly Fireside Chat! We'll provide a mid-year review of the markets, discuss current events, and share insights on the SpaceX IPO.

Register using the link below. we hope you'll join us for the conversation!
https://us02web.zoom.us/meeting/register/tZAocO2vrD8pHNw-KFsTLwkLmewrY_DjdPez #/registration

07/08/2026

Join us on Tuesday, July 14th at 4:00 PM CST for our quarterly Fireside Chat! We'll provide a mid-year review of the markets, discuss current events, and share insights on the SpaceX IPO.

Register using the link below. we hope you'll join us for the conversation!
https://us02web.zoom.us/meeting/register/tZAocO2vrD8pHNw-KFsTLwkLmewrY_DjdPez #/registration

07/04/2026

Happy Independence Day from all of us at JL3 Financial! We hope you enjoy a wonderful Fourth of July filled with family, friends, and celebration.

06/25/2026

Social Security decisions can have a lasting impact on your retirement income. Have questions about how Social Security fits into your retirement plan? Contact our team to start the conversation today.

You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's help on how to decide.

06/11/2026

Still have an old 401(k)? Rolling it into an IRA can help simplify your retirement savings and keep your investments aligned with your goals. If you have any questions, give us a call we are happy to help.

To move a 401(k) to a rollover IRA, doing a little bit of prep work can make the process easier. Follow these three easy steps to get started.

05/28/2026

Graduating college is a major milestone, and it’s also a great time to start building smart financial habits through investing. If your family has questions about helping a recent graduate get started, our team is always here to help.

Looking for a meaningful college graduation present? Consider opening up the world of investing.

05/22/2026

When was the last time you gave your 401(k) a checkup? Reviewing your contributions, investments, and retirement goals regularly can help keep you on track for the future you envision.

Your 401(k) helps shape your future—consider if you’re saving enough, your investments match your goals, and that you haven’t forgotten about any accounts with prior employers.

04/30/2026

Custodial accounts offer a flexible way to save for a child’s future with fewer restrictions than traditional college plans. If you think this could fit your situation, reach out to us for more information.

Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.

04/23/2026

Not sure whether to prioritize your 401(k) or an IRA? Both can play an important role, especially when it comes to capturing employer match and adding flexibility to your retirement strategy.

We break down which retirement accounts—IRAs or 401(k)s— may be right for you.

04/16/2026

Your HSA can do more than just cover current medical expenses. It can also play a meaningful role in your long-term financial plan if invested thoughtfully. If you have questions about how to use your HSA, give us a call!

Health savings accounts (HSAs) are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.