JBR Financial Services

11/20/2025

After a decade and a half of helping clients with Retirement Income needs, I took the big step and got certified as an RICP.

It is important for me to keep learning and becoming a better servant to the clients I have the pleasure to meet.

Also, I've acquired a tremendous amount of respect for the professionals who have earned financial certifications (especially multiple)!

American College of Financial Services issues digital credentials with Parchment. Click to verify my Diploma and see more about my accomplishment.

01/30/2024

Social Security and COLA have been on many retiree's minds. Check out this article in US News & World Report.

Look at your finances to determine how you'll use the boost in benefits.

01/30/2024

Check out my write up in Yahoo! Finance

If you're concerned about your savings account balance, you're not alone. In a world filled with economic uncertainty, many Americans are taking action. A recent 2023 report by Northwestern Mutual...

10/23/2023

Check out my feature in Market Watch below!

A guide to help navigate the financial decisions, legal complications and social ramifications of retiring.

10/23/2023

As a Co-Producer of "The Baby Boomer Dilemma", I've had the pleasure of working on a very special project and, I'd like to share it with you.

This eye-opening film features commentary from the nation’s top economists and authorities on retirement and retirement income, including Nobel Prize winners, world-renowned economists from MIT, Stanford, Wharton, Berkley, and York.

SEC whistle-blower reveals "how money managers are legally stealing from American retirement plans."

Find out what Ted Benna, “The Father of the 401(k)”, recommends you do to secure your 401K savings during retirement.

What economist and Presidential Advisor, Olivia Mitchell, says is the best way to guarantee an income for as long as you live.

What Nobel Prize winner Robert Merton says is crucial to creating a successful retirement.

How to stack up your income so you can protect against inflation and give yourself a raise during retirement.

How to "put the pension back" into your retirement plan.

"If your advisor isn't offering this strategy they cannot understand retirement, I can tell you that much" -Tom Hegna

Learn what these financial experts are saying about the challenges facing today’s retirement generation – and what you can do about it.