Financial Planning
Demystifying Medicare for Retirees
Aging and healthcare are two topics that go hand-in-hand, and which can be confusing to navigate. In this webinar, JMA’s Cole Leonida joins David and Carol Beth Stewart of Black Bear Insurance to unpack the complexities of Medicare and the role it plays in retirement planning. Drawing on years of expertise serving clients across the…
Is the FIRE Movement Burning Too Bright?
Wouldn’t it be nice if you could just focus on the things you’re passionate about and not worry about earning a paycheck? That idea is what draws many people into the FIRE movement, or “Financial Independence, Retire Early.” On the surface, it sounds ideal: save aggressively now so you can leave the workforce in your…
Claiming Wisely: Social Security & Income Planning
I recently met with a couple who, like many nearing retirement, assumed the best approach was to start Social Security as soon as they were eligible. Their logic was simple: “We’ve paid into the system all these years. Let’s start getting something back.” It’s a common mindset. But when we took a step back and…
Understanding the Federal Deficit
Is the government spending too much? How much should we as citizens be concerned about our nation’s debt? These are common questions and discussions when it comes to the federal deficit, and they’re worth asking. Deficits can serve as tools for economic stimulation during downturns. But persistent and growing deficits can raise concerns about long-term…
Our Legacy of Giving
You will be enriched in every way so that you can be generous on every occasion, and through us your generosity will result in thanksgiving to God. –2 Corinthians 9:11 Generosity has the power to transform lives-both for the giver and the recipient. At John Moore Associates, we’ve seen firsthand how acts of generosity ripple…