JECohen

10/29/2026

in action! We’re proud to highlight JECohen’s Benjamin Baehr for his recent involvement at the .

Ben spent the day engaging with high school students, walking them through hands-on budgeting scenarios, financial goal settings, career choices, and real-world expense management.

At JECohen, we believe building strong communities starts with empowering the next generation with the knowledge and tools they need to achieve long-term financial success.

Kudos to Ben for making a lasting impact and thank you , , and for hosting this amazing event.

https://jecohenco.com/jecohens-benjamin-baehr-empowers-high-school-students-at-philadelphia-financial-reality-fair

At JECohen, we believe that building a secure financial future begins with strong foundations. When young people are equipped with practical money management skills early in life, they gain the confidence to navigate real-world decisions and set ambitious goals for themselves and their families. To

10/28/2026

In a world full of industry jargon and complex runarounds, what clients really need is refreshingly simple: transparency.

https://jecohenco.com/find-a-financial-advisor

10/27/2026

For investors who follow political headlines, it can be natural to feel concerned, regardless of your political views. This is why it’s important to maintain a long-term perspective that separates political issues from investment and financial planning ones. What do investors need to know about the deficit and election this political season?

https://jecohenco.com/what-the-midterm-election-budget-deficit-and-national-debt-mean-for-investors/

As the midterm election season unfolds, investors are keeping a close eye on the outcome due to the implications for Congressional control. Current forecasts suggest that a divided government is the most likely scenario, since Republicans hold slim majorities in both the House and Senate.1 Although....

10/25/2026

At its core, estate planning serves two broad purposes. First, it supports non-financial goals, such as meeting the needs of dependents, protecting assets from creditors, and ensuring that assets pass to the right people in the right way. Second, it optimizes financial goals such as managing tax obligations, maintaining liquidity, and preserving the value of business interests. The most effective plans integrate both types of goals and treat wealth transfer as a long-term and continuous process.

Learn more in our Industry Insight article titled "Advanced Estate Planning to Optimize the Transfer of Family Wealth."

https://jecohenco.com/advanced-estate-planning-to-optimize-the-transfer-of-family-wealth/

For many people, the wealth they have accumulated over a lifetime is more than just about money. It represents years of hard work, discipline, and sacrifice to ensure they can have a comfortable retirement, take care of their families, and more. Yet, one of the most important and often overlooked qu...

10/22/2026

Your legacy is more than just assets, it is the culmination of your life’s work, your values, and the love you have for those you leave behind. Take this quick quiz to see if you have any gaps in your current estate plan, what steps you might need to take and how a financial advisor can help you along the way.

https://jecohenco.com/estate-planning-quiz

Please Note: By submitting this quiz, you agree to JECohen's Privacy Policy. The Results of this quiz are not a substitute for a financial plan and should not be considered as financial advice. You should consult with the appropriate financial, legal and tax advisors for a more accurate indication o...

10/19/2026

Your legacy requires more than a standard plan for asset distribution. You deserve a forward-thinking strategy that helps build multigenerational wealth, while empowering your loved ones with lasting peace of mind.

Learn more online at jecohenco.com/wealth-management/trust-estate-planning

10/17/2026

For many mass-affluent and high-net-worth families of color, wealth is a first-generation achievement. You have worked tirelessly to shatter ceilings, build businesses, and accumulate assets. But building wealth is only the first half of the equation; protecting it and ensuring it transfers seamlessly to the next generation is where the real legacy is forged. We sat down with New Orleans-based Financial Advisor Selina Harrell, MBA to discuss estate planning, how to avoid common pitfalls in Louisiana, and what it truly means to build a generational legacy.

https://jecohenco.com/breaking-the-generational-wealth-barrier-a-strategic-approach-to-estate-planning/

A Q&A with New Orleans-based JECohen Financial Advisor Selina Harrell, MBA For many mass-affluent and high-net-worth families of color, wealth is a first-generation achievement. You have worked tirelessly to shatter ceilings, build businesses, and accumulate assets. But building wealth is only the f...

10/15/2026

Happy National HSA Day! 🏥💰

You’ve probably heard the hype about HSAs being a secret weapon for building wealth. But as fiduciary financial advisors, our first question is always: Is it actually right for you?

For some, the long-term investing perks are a massive win. But if you have ongoing medical needs or expect frequent trips to the doctor this year, a plan with a lower deductible might make more financial sense overall.

Don't just chase the account—make sure the whole strategy fits your life.

Wondering if an HSA makes sense for your big-picture financial plan? Connect with a financial advisor online for a complimentary consultation.

jecohenco.com/find-a-financial-advisor

10/14/2026

When managing settlement proceeds, the goal is to align your newly acquired assets with your long-term personal and financial goals. One of the initial steps in this process is understanding how the legal origin of your settlement dictates its tax treatment, distribution structure, and overall financial management strategy.

Here is an overview of common settlement categories and key financial planning considerations.

https://jecohenco.com/navigating-sudden-wealth-a-financial-guide-to-legal-settlements/

Receiving a legal settlement is often a pivotal financial event, but it frequently comes at the end of an emotionally demanding journey. Managing a sudden influx of capital requires careful consideration, clear structure, and early coordination between your legal and financial teams. When managing s...

10/09/2026

We deliver the financial strategies you need to protect your assets now while growing your legacy for the future. Ready to take control?

Connect with a financial advisor today for your complimentary consultation at jecohenco.com/find-a-financial-advisor