JBL Financial Services

05/27/2026

We don't operate based on fear. We build plans with confidence avoiding reactive financial solutions.

Here are the key things you need to know to help protect your assets in retirement no matter the market:

1️⃣ Know the main risks to your retirement savings, including market fluctuations, sequence-of-returns risk, and inflation.

2️⃣ Maintain a diversified portfolio across various asset types and avoid concentrating too heavily in a single investment.

3️⃣ Maintain a cash reserve to cover short-term expenses and reduce the need to sell investments during downturns.

4️⃣ Review and adjust your plan regularly, particularly during significant life events or market fluctuations.

5️⃣ Seek professional guidance to help create a strategy tailored to your goals, risk tolerance, and financial situation.

Let's review your current strategy together. We're here when you're ready.

05/19/2026

When your work reflects your passion, these are the types of reviews you can expect.

We are honored to be trusted with people's financial future, and we hope to continue helping pre-retirees and retirees for years to come.

💚

05/15/2026

It's Vanna Whiteboard.

Erin is considering a career change the moment Vanna White's position opens up. She's a natural. 💚✨

Any Wheel of Fortune fans out there? 😜

05/12/2026

During economic uncertainty it's easy to worry about your savings and how the market will affect your long-term retirement plans.

At JBL Financial, we are in the unique position to help you plan not only for the best but also for the worst.

Learn more about protecting your retirement assets during times of economic uncertainty from our blog.

𝗥𝗲𝗮𝗱 𝗠𝗼𝗿𝗲 𝗛𝗲𝗿𝗲
https://vist.ly/53ya3

05/09/2026

Long term planning is part of what we do here, and our goal is craft a retirement lifestyle that fits exactly what you do now. 💚

05/04/2026

Mark your calendar for this Thursday at 11:00 a.m. for our free webinar!

If you're at all curious about how your taxes will affect your retirement, this is for you.

We'll be talking about the impact of taxes on your current assets as well as avoidable mistakes.

Register with us at the link below and we'll send you the link to join!

➡️ 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗙𝗼𝗿 𝗙𝗿𝗲𝗲 𝗪𝗲𝗯𝗶𝗻𝗮𝗿
https://vist.ly/42x4g

04/27/2026

Missy appreciation day! 💚

She's the engine behind what we do here and we don't know what we'd do without her attention to detail and thoughtful presence.

Thanks for being an anchor for us, Missy, we love you!

04/21/2026

That one time Frank tried to relive his glorious debut in our latest JBL commercial...he nearly pulled it off. 🤣 We love having clients with a great sense of humor.

04/16/2026

It's one of our favorite things—Listener Question of the Week!

𝑄𝑢𝑒𝑠𝑡𝑖𝑜𝑛:
I still work but I'm also getting Social Security. Am I going to have to pay taxes on my Social Security?

𝐴𝑛𝑠𝑤𝑒𝑟:
Yes—possibly. If you’re working while collecting Social Security, your benefits can become taxable depending on your total income. The IRS looks at your “combined income” and if you’re above certain thresholds, up to 50% or even 85% of your benefits could be taxable. If your income is lower, you may pay no tax at all on your Social Security.

Bottom line: it’s not about whether you’re working—it’s about how much total income you have.

Need more straight talk on retirement? We'd love to connect with you.

https://vist.ly/4yqrx

04/16/2026