JMB Financial Managers, Inc.

JMB Financial Managers, Inc. JMB Financial Managers is a comprehensive financial service firm located in Orange County, California.

Energy costs were a major driver of the latest inflation data, with higher gas, electricity, and fuel prices showing up ...
06/02/2026

Energy costs were a major driver of the latest inflation data, with higher gas, electricity, and fuel prices showing up across household budgets.

In April, the Consumer Price Index rose at an annual rate of 3.8%, marking the fastest pace in nearly three years. Higher energy prices accounted for about 40% of the total increase.

Gasoline prices were up more than 28% from a year earlier, while overall energy costs — including gas, heating oil, and electricity—rose nearly 18%.

The impact may extend beyond the pump. Higher fuel costs can influence transportation, airfares, grocery prices, and other everyday expenses as businesses absorb or pass along higher operating costs.

For households, these trends highlight how energy prices can ripple through the broader economy and affect purchasing power over time.



https://tinyurl.com/mr3a7jtj

The Senate has confirmed a new Federal Reserve chair, marking a leadership change at the central bank during a closely w...
06/01/2026

The Senate has confirmed a new Federal Reserve chair, marking a leadership change at the central bank during a closely watched period for monetary policy.

The confirmation vote was 54-45, making it one of the closest votes for a Fed chair in the modern era.

The transition comes as policymakers continue to weigh inflation, interest rates, labor market conditions, and broader economic uncertainty.

The new chair previously served on the Federal Reserve Board and has been involved in monetary policy discussions during periods of significant economic stress.

As leadership changes, markets and policymakers will continue watching how the Fed approaches its dual mandate: supporting maximum employment while seeking price stability.


https://tinyurl.com/3m23j5vw

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about. Today, we re...
05/25/2026

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about. Today, we remember those who gave everything. The men and women who served and never came home. Some of us knew them. Some of us are here because of them. However you spend today, take a moment to pause. Enjoy the long weekend, but hold space for what it actually means. To the families carrying that loss: we honor them with you.

59 is the average age many women face widowhood in the United States. While it’s not an easy topic to discuss, it highli...
05/20/2026

59 is the average age many women face widowhood in the United States. While it’s not an easy topic to discuss, it highlights the important reality that many women will eventually manage family finances on their own. Preparation today can create confidence tomorrow.

Our latest article explores three numbers shaping women’s financial futures: 5, 45, and 59. Understanding them can help women build strategies for longevity, wealth, and independence. https://tinyurl.com/3f6yjbv7

Think you have to start claiming Social Security at 62? That's a myth that could cost you. Fidelity recently broke down ...
05/15/2026

Think you have to start claiming Social Security at 62? That's a myth that could cost you. Fidelity recently broke down this common misconception with the facts behind Social Security:
- Claiming at 62 locks in a permanent 30 percent reduction compared to waiting until full retirement age.
- Waiting from 62 to 70 can increase your monthly benefit by approximately 77 percent.
- If you're divorced after 10+ years of marriage and haven't remarried, you may be entitled to 50 percent of your ex-spouse's benefit, and claiming it doesn't affect theirs at all.
- Benefits are based on your highest 35 earning years, not just what you made before 65. Working past 65 can still improve your calculation.
- Once you claim it, that's your benefit, adjusted only for cost-of-living increases. The decision of when to claim is one of the most consequential decisions when preparing for retirement. For a benefit designed to last 20, 30, or more years, the math is worth getting right.

If you’re already contributing to your company 401(k) plan I encourage you to think more broadly about your retirement a...
05/13/2026

If you’re already contributing to your company 401(k) plan I encourage you to think more broadly about your retirement and how to prepare for it. https://tinyurl.com/yeym23ne

Happy Mother's Day weekend to all the moms, stepmoms, grandmothers, and mother figures who have and continue to shape us...
05/08/2026

Happy Mother's Day weekend to all the moms, stepmoms, grandmothers, and mother figures who have and continue to shape us all! Moms teach us more about money than they probably realize. The way they focus us on what matters and demonstrate the beauty of giving without expectation. So much of how we think about generosity, responsibility, and what's worth protecting traces back to what we learn from the women in our lives. Happy Mother's Day!

Behind every small business is someone who believes in themselves. Business owners carry a weight most people don't see....
05/07/2026

Behind every small business is someone who believes in themselves. Business owners carry a weight most people don't see. You're the CEO, the HR department, and sometimes the night janitor, all in the same day. The financial picture is more complicated, too. Choosing a retirement account, balancing what you pay yourself with reinvesting in the business, and making sure the company serves your life, not the other way around. Think about your local coffee shop, the local family-owned restaurant, and the flower shop—those places exist because someone took a risk and kept showing up. This week, skip the chain and stop by a small business instead.

May is Military Appreciation Month. To everyone who served and the families who held things together back home: thank yo...
05/06/2026

May is Military Appreciation Month. To everyone who served and the families who held things together back home: thank you. Military families deal with financial complexities that most people never encounter. Deployments, relocations every few years, pension decisions, survivor benefits, and VA loans. The financial picture looks different because military life looks different. We're grateful to work with military families and veterans. And we’re grateful to all who served.

Tax preparation is necessary. Tax strategy is collaborative. When your financial professional and tax advisor are aligne...
05/06/2026

Tax preparation is necessary. Tax strategy is collaborative. When your financial professional and tax advisor are aligned, you can evaluate:
• Income timing
• Tax-advantaged investing
• Roth conversions
• Charitable structures
• Estate thresholds
Taxes should be an ongoing conversation, not just an annual event. If you want to think beyond this year’s return, this article outlines how. https://tinyurl.com/482h587m

Address

6 Hutton Center Drive, Suite 1280
Santa Ana, CA
92707

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19492513544

Website

Alerts

Be the first to know and let us send you an email when JMB Financial Managers, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category