JF&K Financial Services

09/20/2023

At minimum list a beneficiary on all your accounts.

Failing to fully plan can tie up your client’s estate in probate for months, even if they have a current will. (By Ilene Slatko)

08/28/2023

Consulting with your Financial Advisor & your Tax Advisor prior to withdrawals during your retirement years is priceless! Your A ~Team in your retirement years.

A couple's retirement withdrawals must take their brackets (and their children's) into account.

05/10/2023

Retiring with purpose & planning can help you avoid losing your sense of identity.

Retirement Planning is About More Than Money. How to Prep Your Sense of Identity.

04/22/2023

Hope to see you there!!!

04/10/2023

Realistic Rates of Returns & Income Strategies are a key component of Retirement Planning.

What Is a Realistic Rate of Return For Retirement?

03/30/2023

6 factors that must be considered for a successful Retirement Plan & other considerations to keep in mind.

JPMorgan's Best Retirement Advice For 2023

03/08/2023

01/09/2023

Join us as we celebrate our 10th year anniversary!

Watch for events as JF & K Financial Services celebrates our 10th anniversary in 2023.

If you are not already following JF & K Financial Services, please do so to stay connected for our upcoming celebrations

12/10/2021

Something to consider Pre-Retirement:

**Estate & Legacy planning.**
Check to see if your assets set up for tax efficient transfer of wealth to your heirs & charitable organizations.

12/03/2021

Something to consider Pre-Retirement:

**Evaluate your insurance coverages.**
Will it expire (term), is it a fixed policy (whole life), is there cash value, can the cash value be used to pay up the policy in full, is there LTC benefits associate with the policy, does my employer group plan carry over as one of my benefits, what will my beneficiaries receive?

11/26/2021

Something to consider Pre-Retirement:

**Check your account titling.**
Make sure you have beneficiaries listed to avoid probate. Establish your Will, Trust, medical directives &how your properties are titled.

11/23/2021

Let's Discuss your options and see what works for you!

Use a Roth conversion to turn your IRA savings into tax-free, RMD-free withdrawals in retirement.