The Legacy You Leave While You’re Still Here

by JBS Financial 25 Feb 2026

As we move closer to retirement, our priorities naturally begin to shift. It’s no longer just about building wealth for ourselves, it’s about preserving it, protecting it, and thinking carefully about what happens next. For many JBS clients, conversations start to extend beyond “Will I have enough?” to “How do I prepare my children and […]

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Five financial steps for the new year

by JBS Financial 15 Feb 2026

The start of the year is a good opportunity to take decisive financial steps The new year can often be a trigger point for many people to review their financial plans and strategies for the year ahead and beyond. It makes sense, although the start of the calendar year is actually the halfway point of […]

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Your digital life after you die – how to protect your memories, money and identity

by JBS Financial 2:34 pm 15 Feb 2026

Technology has made everyday life easier. We take photos without thinking where they’re stored, pay bills without opening a drawer and carry our financial … [ read more ]

Retire Right: Common Financial Mistakes to Watch For

by JBS Financial 12:04 pm 02 Feb 2026

Retirement is often imagined as a finish line, but in reality, it’s a transition. One that works best when you’ve taken the time to prepare, ask questions, … [ read more ]

How to budget using the pay-yourself-first method

by JBS Financial 12:00 pm 02 Feb 2026

Here are three simple steps to create a budget that involves paying yourself before paying your bills. To achieve our financial goals, we need to know … [ read more ]

From Intention to Action: Turning Goals into Real Progress

by JBS Financial 2:09 pm 16 Jan 2026

The start of a new year or even a new season often brings a renewed sense of possibility. Fresh intentions. New aspirations. And a quiet hope that this … [ read more ]

Preparing for an inheritance

by JBS Financial 2:02 pm 16 Jan 2026

What role will an inheritance play in your long-term wealth strategy? If the ballpark numbers are at least remotely close, the amount of assets set to … [ read more ]

How to Prepare Your Christmas Budget (and Feel Money-Confident Doing It)

by JBS Financial 5:29 pm 18 Nov 2025

By Jenny Brown, CEO – JBS Financial The festive season is nearly here — lights are sparkling, calendars are filling up and the excitement is building. … [ read more ]

Investing an inheritance from $10,000 to $100,000 whatever your life stage

by JBS Financial 5:26 pm 18 Nov 2025

Receiving an inheritance may be a once in a lifetime financial opportunity that also coincides with a very difficult, emotional time in your life. Whether … [ read more ]

Protecting what matters most

by JBS Financial 5:21 pm 18 Nov 2025

We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is one quiet but powerful way … [ read more ]



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