Resources
Below are helpful tools and trusted links to support your financial planning, research, and decision-making.
Why JPB & Associates?
At JPB & Associates, we are a Living Benefits organization that differentiates itself from many traditional agencies by focusing on education, product knowledge, and client-centered solutions.
We work with multiple highly rated insurance carriers, allowing our agents to compare products and identify solutions that best fit each client's unique needs rather than relying on a one-size-fits-all approach.
The product differentiation guide below provides an overview of some of the solutions available through our carrier partners.
Useful Websites
Taxes
• Internal Revenue Service (IRS) — Official tax information, forms, and updates.
Government Agencies
• Social Security Administration (SSA) — Benefits, retirement information, & online services.
Financial News & Insights
• The Wall Street Journal — Market updates and financial news
• The New York Times — Business news and financial reporting
Financial Calculators
Use these calculators to explore different financial scenarios and estimate future goals.
• Smart Bond Investing – Accrued Interest Calculator
• Retirement Calculator
• College Savings Calculator
• Loan Calculator
• Savings Calculator
• 401(k) & IRA Minimum Required Distribution Calculator
Disclaimer
These links are provided as a courtesy. When you click any external site, you are leaving our website. We do not guarantee the accuracy, completeness, or security of information on third-party websites and are not responsible for any issues that may occur from their use. Please use these resources at your own discretion.