JSB Financial, LLC Financial Consultants

Building and Protecting Wealth, One Client At A Time

Welcome to JSB Financial, LLC, a full-service financial consulting firm dedicated to building and protecting the wealth of our clients, one client at a time.  We have created a one-stop shop where you'll find a wealth of information in the form of newsletters, articles, calculators, and seminars.



As your personal financial consultant, we can:



  • Help you clarify and define your goals
  • Recommend solutions that fit your personal needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Craft creative income solutions
  • Make investment planning easier
  • Develop tax efficient strategies to help you keep more of your hard-earned money



 

Your financial dreams, big or small, can be a reality.  Regardless of your current financial phase our financial consultants can help create a "Financial Roadmap" just for you.

Your personal "Financial Roadmap" starts with a confidential profile and is impletmented through a three point comprehensive approach which is continually monitored and adjusted as needed.  We will work with you, step by step, with knowledgeable, courteous service with a personal commitment to your success.  - independence really makes a difference.  
Market Watch

May 26, 2012 @ 05:22 PM

Dow Jones Industrials 12,454.83- 74.92
Dow Jones Transportation 5,079.84- 28.56
Dow Jones Utilities 467.35+ 0.44
Nasdaq Composite 2,837.53- 1.85
Nasdaq 100 2,527.05- 4.30
S&P 500 1,317.82- 2.86
10 Year Treasury Note 1.75- 0.01
Wilshire 5000 13,783.51- 23.74
OSX Oil Service Sector Index 208.23+ 0.40

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.

Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

More Newsletters →

Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →