Kathy Ciszewski - Private Banking, CFP, CEP NMLS# 565012

03/02/2023

Keeping things simple leads some investors to discount alternative investments in favor of stocks and bonds. In this week’s investment commentary, Jonathan Henshue writes about why investors should consider alts as complements to the core portfolio.

Keeping things simple leads some investors to discount in favor of stocks and bonds. Jonathan Henshue writes about why investors should keep alternative investments in mind. 

01/17/2023

Stranded college savings can soon be rescued. New law lets 529 plan dollars roll into retirement: https://brev.is/w3aDI

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Starting next year, unused 529 education savings money can be rolled into a Roth IRA, giving kids a head start on their retirement.

07/06/2022

Enjoy the ease of paperless recordkeeping with eStatements, delivered securely within MyJFG. It’s easy to get started. Learn more here. https://brev.is/oBSWJ