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Blog

Two yellow balloons with smiley faces on them
JTL Wealth Partners | Jun 14, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Two people having a picnic by a lake
JTL Wealth Partners | May 14, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
JTL Wealth Partners | Apr 14, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Hands holding a small wrapped present
JTL Wealth Partners | Mar 14, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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JTL Wealth Partners | Feb 22, 2022

Chris Mankoff in the February 2022 edition of Advisors Magazine

Financial Planning
Financial planning as a family affair
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Two older businesspeople looking at a tablet screen
JTL Wealth Partners | Feb 14, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
JTL Wealth Partners | Jan 14, 2022

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Two Seats on a Beach
JTL Wealth Partners | Jan 7, 2022

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Hand holding a house key
JTL Wealth Partners | Dec 7, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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An exit sign in a modern office building
JTL Wealth Partners | Nov 7, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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colleagues gathered around talking
JTL Wealth Partners | Oct 7, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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stock image
JTL Wealth Partners | Oct 6, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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