December 2019 — Issue #27
A Word from the CEO

For most of our working lives we're focused on building a nest egg large enough to provide adequate income in retirement. How should we update our investment strategy as retirement approaches? This month's Financial Pulse encourages you to think about how to invest your portfolio so it provides the income you need during the 20-30 years you will likely spend in retirement.

This issue also includes two seasonal reminders. First, December 20 is the deadline for retired clergy to send us their Parsonage Allowance Declaration for 2020. Second, January is a great time to increase your retirement contribution.

Please don't hesitate to contact the JRB if you have questions about these articles or other issues related to financial planning and retirement. You can reach us by email or call us at 888-JRB-FREE (572-3733).

Happy Hanukkah and wishing you a happy, healthy and prosperous 2020,
Managing Your JRB Portfolio As You Near Retirement
If you are nearing retirement, this is a good time to begin thinking about how to invest your savings once you retire.
2020 Parsonage Allowance
Declaration Due December 20
Please submit your 2020 Parsonage Allowance Memorandum to the JRB by December 20, 2019.
Give Yourself a Gift!
Increase Your JRB
Retirement Contribution
January is a great time to increase your JRB retirement contribution. You'll lower your taxes while building financial security.

Contact Your Employer to Increase
Your Retirement Contribution
Make an appointment to speak with Mitch to discuss how to achieve your financial and retirement goals.

January 12-16 JTS Rabbinic Training Institute at the Pearlstone Center in Reisterstown, MD. Schedule an appointment to meet with Mitch.
In Case You Missed It. . .
From the JRB Learning Center

This information is for general purposes only and does not constitute legal, tax, or investment advice.