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Financial Secrets

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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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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