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Retirement Decision: Lump Sum or Monthly Check?

Retirement Decision: Lump Sum or Monthly Check?

By on Oct 16, 2017 in Uncategorized | 0 comments

If you are fortunate enough to have a pension, you’ll have to make a choice when you are ready to claim this retirement benefit. Should I take my payout in a lump sum or in the form of a monthly pension check?  This question might be better answered by the question: can I afford my monthly bills? A few things can effect the equation: Savings Health Status Taxes Post-Retirement Work Status Learn more about why each of these items are important in the article Lump Sum vs Pension: A Guide to Making the Right Choice for You. Courtesy of The Motley Fool Lump Sum vs Pension: A Guide to Making the Right Choice for You Deciding to take a pension or lump sum is a difficult decision, so before choosing, make sure you consider your budget, your health, and the tax risks. By Todd Campbell, Fool.com, Sep 1, 2017...

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The Social Security Standard Newsletter

The Social Security Standard Newsletter

By on Oct 2, 2017 in Uncategorized | 0 comments

JMA is pleased to share the September 2017 edition of The Social Security Standard Newsletter. It includes the following articles and features: Celebrating Hispanic Heritage Month Our online estimates Get to know your Social Security Learn the lingo of Social Security Questions and Answers We’re there for those who served our country Downloadable PDF Provided courtesy of the Social Security Office of Dunkirk,...

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Your Savings Plan Should Included These 6 Things

Your Savings Plan Should Included These 6 Things

By on Sep 25, 2017 in Uncategorized | 0 comments

According to a 2016 GoBankingRates survey a disturbing 69% of Americans have less than $1,000 in the bank. You should plan for the following six expenses to avoid unnecessary debt and worry: Emergencies; A home loan; Child care; Health insurance deductibles; Vet bills; and Retirement. Learn more about each of these items and why they are important to save for in the article 6 things you should be saving for — but aren’t. Courtesy of USA Today 6 things you should be saving for — but aren’t Sarah Szczypinski, The Motley Fool, Aug. 26, 2017...

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JMA Supports The Resource Center Golf Classic

JMA Supports The Resource Center Golf Classic

By on Sep 11, 2017 in Uncategorized | 0 comments

JMA was a proud sponsor of the 2017 TRC Golf Classic. The tournament took place on August 14th at Moon Brook Country Club near Jamestown, NY. In its first 20 years, the tournament netted over $1.7 million for TRC Foundation, which raises money to improve the lives of people with disabling conditions in Chautauqua County. JMA Founding Partner Dave Mackowiak participated in the event, golfing with attorney Mike Schiavone, financial advisor Jeff Fancher and controller Brian...

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The Social Security Standard Newsletter

The Social Security Standard Newsletter

By on Aug 28, 2017 in Uncategorized | 0 comments

JMA is pleased to share the June 2017 edition of The Social Security Standard Newsletter. It includes the following articles and features: On vacation? Social Security is Still Here For You. Social Security Supports National Cancer Survivors Day What Your Grandchild Can Teach You About Social Security Questions and Answers Every Day is Internet Security Day Downloadable PDF Provided courtesy of the Social Security Office of Dunkirk,...

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JMA Supports the Women’s Christian Association (WCA) Home

JMA Supports the Women’s Christian Association (WCA) Home

By on Aug 14, 2017 in Uncategorized | 0 comments

JMA is proudly supporting the Women’s Christian Association or “WCA” Home fundraiser. JMA has a special interest in the WCA since their office is located in the former home of the WCA’s founding benefactor and visionary, Marion H. Morris. The WCA is celebrating its 125th anniversary this year. In honor of this milestone, its Board is collecting historical materials to preserve the timeline and narrative of the home’s existence. The goal is to learn more about the ten women who started the charity that would shelter and service women at their most vulnerable time — during old age and increasing frailty. This task is quite a challenge and in addition to passion and hard work, it also requires connections and money. Hence, the need for a fundraiser. To match the 125 years of service, they are asking for donations of $125. To learn more about the WCA Home, its history and founders, download their Summer Newsletter or visit them at wcahome.org....

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