Skip to main content

  • Schedule a complimentary consultation
  • (770) 375-1660

  • Home
  • Services
  • FAQs
  • Client Login
  • Contact Us

    You are here

  1. Home
  2. Archived Blog
  3. October 2017

October 2017

The Importance of Financial Goals

Submitted by JM Financial Planning, LLC on October 26th, 2017

These are the obstacles we all face in trying to achieve our financial goals:

  • Read more

Planning for the New Normal Retirement

Submitted by JM Financial Planning, LLC on October 26th, 2017

The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure through their life expectancy which was about 69. Many retirees of that era were able to coast into retirement with a cushy pension plan.

  • Read more

Your Emergency Fund and You

Submitted by JM Financial Planning, LLC on October 26th, 2017

So how much should you contribute to your emergency fund?

As daunting as it might seem, it’s recommended that you save 3-6 months of living expenses in your emergency fund1. In the age of the internet, many financial institutions have calculators available to estimate the amount you should keep.

  • Read more
  •  
  •  
  •  

Julie Matulia, CDFA, a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, Member FINRA/SIPC investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor, Cambridge and JM Financial Planning, LLC are not affiliated. This communication is strictly intended for individuals residing in the state of AL, FL, GA MD, and TX.  No offers may be made or accepted from any resident outside the specific states referenced. Important consumer information:  A Broker-Dealer, Investment Advisor, BD Agent, or IA Representative may only transact business in the state if first registered appropriately. Follow up, individualized responses to persons in a state by such a firm or individual that involves either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a Broker-Dealer, Investment Advisor, BD Agent, or IA Representative, a consumer should contact his or her state securities law administrator.

Legal, privacy, copyright and trademark information

© 2023 JM Financial Planning, LLC. All rights reserved.

Website Design For Financial Services Professionals