JBY Financial Planning

Did you know that impersonation scams cost investors over $1.3 billion in 2023? 😱

Don't let yourself be a victim! Here's how to protect yourself:

- Be wary of urgent communications: Scammers often try to rush you into making decisions.

- Verify the source of any unexpected requests: Don't trust unsolicited emails or phone calls.

- Never share personal information with anyone you don't know: Protect your passwords and account numbers.

JBY Financial Planning is here to help. We can help you make informed decisions about your finances.

Trick or Treat! 👻 Don't Get Tricked by your Benefits, Make Sure You're taking advantage of all the Treats!

Halloween is here, but let's not let financial worries haunt your future. 🎃 Take a moment to review your employer-provided benefits to ensure you're covered for any unexpected scares.
Quick Checklist:

• Retirement: Are you on track for a spooktacular retirement?
• Health Insurance: Is your coverage as healthy as a pumpkin?
• Disability & Life Insurance: Are you protected from the unexpected?

Don't let financial goblins ruin your trick-or-treat!

Year-End Financial Check-Up

Is your financial health ready for the new year? 🤔
As the year winds down, it’s the perfect time to take stock of your finances. Here are a few questions to consider:

• Have you maxed out your retirement contributions?
• Are you taking advantage of tax-saving strategies?
• Have you reviewed your insurance coverage?

Let’s make sure your money is working hard for you!

Schedule a free consultation today!

https://calendly.com/eric-jbyfinancialplanning

-end

Eric Jochimsen Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

Feeling petrified about retirement? Don't worry, you will survive! Our new blog post equips you to conquer uncertainty and build a secure future.

Thriving in Uncertainty — JBY Financial Planning - Fee-Only Certified Financial Planner Thriving in Uncertainty

How can you achieve a richer, more fulfilling life? This week's blog delves into the concept of wealth beyond just money. Let's redefine wealth together:

Defining Wealth — JBY Financial Planning - Fee-Only Certified Financial Planner Defining Wealth

Just saw my quote in Yahoo! Finance via GoBankingRates about how often you should review your Estate Plan! Check it out here:

I’m a Financial Advisor: Here’s How Often You Should Review Your Estate Plan Making an estate plan isn't fun. If you're like most people, deciding how your assets will be appropriated upon your death and who will make important decisions on your behalf if you are unable to do...

Happy mothers day to all the mom's, mother in-laws, stepmoms, grandmas, foster moms, nontraditional moms, godmothers, and all kinds of moms... You are all heroes today and everyday!

😍🌷🌹🎂

10 Money Lessons My Mom Taught Me (a Financial Planner’s Perspective)  — JBY Financial Planning - Fee-Only Certified Financial Planner 10 Money Lessons My Mom Taught Me (a Financial Planner’s Perspective)

Does your Estate Plan need a 'roar-view'? Planning can help minimize stress for your family & potentially reduce taxes. Make this your 'mane' priority today. 😁

Hakuna Matata is NOT an Estate Plan — JBY Financial Planning - Fee-Only Certified Financial Planner Hakuna Matata is NOT an Estate Plan

Don't Stop Believin': Hold on to That Feeling...of an Amazing Retirement! 🧑‍🎤🤘🕺😆

Your Movie Never Ends… — JBY Financial Planning - Fee-Only Certified Financial Planner Your Movie Never Ends

Putting this plan in motion would have caused a commotion. Why communication is key when creating a retirement plan. 😁🚐

Money Can’t Buy Happiness, But it Can Buy a Van! - and a potential divorce — JBY Financial Planning Money can’t buy happiness, but it can buy an Airstream! - and a potential divorce

**Feeling overwhelmed by all the financial jargon out there? **

You're not alone! Many people struggle to find the right financial guidance.

This post breaks down the confusion and explains how I can help YOU achieve your financial dreams. ➡️

Demystifying Financial Planning  — JBY Financial Planning Demystifying Financial Planning

Today was a total win! Had the best time volunteering at my daughter’s school through the Hawks Helpers Program at Horizon Elementary School. The kids were so impressive - working hard and learning so much! Huge thanks to the school for this awesome program.
😎