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Should You Retire at the Same Time As Your Spouse?

Submitted by JPB & Associates on July 16th, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

Tags:
  • Annuity
  • Financial Secrets
  • Fixed Annuity
  • Hillsborough
  • jpb.life
  • life insurance
  • pinellas
  • quote
  • retirement planning
  • Social Security plan
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Medicare in 2021: Here’s What You Need to Know

Submitted by JPB & Associates on February 5th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

Tags:
  • Brandon
  • Clearwater
  • Covid
  • Gap
  • Health Insurance
  • Hillsborough
  • Med Sup
  • Medicare
  • Seminole
  • St Pete
  • St Petersburg
  • Tampa
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Should You Consider a High Yield Annuity?

Submitted by JPB & Associates on January 3rd, 2018

High yield annuities offer interest rates, on average, that are anywhere from a half a point to two points higher than those offered through bank CDs. The same spread exists between high yield annuities and regular fixed yield annuities. Those types of interest rate differences can translate into a substantial advantage in accumulated earnings over time.

Tags:
  • Annuities
  • Annuity
  • Brandon
  • Clearwater
  • Dunedin
  • Fixed Annuity
  • Indexed Annuity
  • Land O' Lakes
  • Largo
  • Palm Harbor
  • Pinellas Park
  • St. Petersburg
  • Tampa
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Financial Resolutions: 6 Tips to keep you Accountable

Submitted by JPB & Associates on February 15th, 2017

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

Tags:
  • Clearwater
  • Financial Secrets
  • Goals
  • life insurance
  • SMART goals
  • Tampa
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How to Keep Your Life Insurance Costs Down

Submitted by JPB & Associates on February 15th, 2017

With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, in these cash-strapped times, curbing all costs and expenses is a priority for most people, and buying life insurance is no different.

Tags:
  • Clearwater
  • life insurance
  • St Petersburg
  • Tampa
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How to Purchase the Right Amount of Life Insurance

Submitted by JPB & Associates on August 26th, 2016

Anyone with a family to protect understands the critical role life insurance plays in their financial plan However,  in determining the actual amount of coverage to provide essential protection needs, many people tend to adhere to simplistic rules-of-thumb, such as a “multiple of income,” which may leave them wondering if they own too much or too little coverage.

Tags:
  • Clearwater
  • life insurance
  • St Petersburg
  • Tampa
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Our Biggest Financial Challenges are often Self-Inflicted

Submitted by JPB & Associates on July 6th, 2016

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

Tags:
  • life insurance
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Financial Lessons For Your Teen

Submitted by JPB & Associates on April 13th, 2016
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Biggest Life Insurance Mistakes

Submitted by JPB & Associates on April 11th, 2016
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Recent Blog Posts

  • Should You Retire at the Same Time As Your Spouse?
  • Medicare in 2021: Here’s What You Need to Know
  • Should You Consider a High Yield Annuity?

Archived Blog

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Categories

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