A Word from the CEO
The beginning of the year is generally a good time to perform some financial housekeeping. You are probably already going through your finances in preparation for filing your taxes. You are also receiving the year-end statements on your investment portfolio. With this information in-hand, the JRB encourages you to see if the assets in your portfolio have drifted away from your desired allocation. If so, it may be time to rebalance. Our article explains what this means and how to rebalance your JRB account.
Our article on Social Security and Medicare describes six changes that take place in 2019. These changes affect how much you pay into the programs through payroll taxes as well as how much the programs pay out in benefits. It's a must-read for everyone.
Finally, please join me in congratulating the new Chair of the JRB Board of Trustees, Mr. Robert Shapiro. Bob has served on the Board since 1997 representing the United Synagogue of Conservative Judaism. His experience in the insurance industry and employee benefits brings great insight and expertise to the Board. For more information on Bob and the Trustees on the newly elected Executive Committee, see the article below.
To answer questions about the articles in this newsletter or to discuss your financial plan, please
set up an appointment
to speak with me or call 888-JRB-FREE (572-3733).