Blog
We understand that today, more than ever, there is an overwhelming amount of financial information available. At JLJ Financial, we believe keeping you informed and educated about your financial plan and the latest news in the markets is essential to a lasting relationship built on trust. We encourage you to stay up-to-date with the links, articles, references, and relevant news we provide. You can also conveniently access your account information.
Pre-Retiree Primer (formerly Retirement InSight)
Monthly Market Insights (formerly Monthly Economic Update)
Featured Monthly Video
FMV Jan ’26 – Tuning Your Social Security Benefit
FMV Dec ’25 – From Boats to Brokers
FMV Nov ’25 – Retirement Accounts When You Change Your Job
FMV Oct ’25 – 18 Years Worth of Days
FMV Sep ’25 – 4 Elements of an Estate Strategy
FMV Jul ’25 – Estate Management 101
FMV Jun ’25 – Should You Tap Retirement Savings to Fund College?
FMV May ’22 – Preparation is the Key to Retirement
MMV Apr ’25 – The Cost of Procrastination
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