JL3 Financial

Join us on Tuesday, July 14th at 4:00 PM CST for our quarterly Fireside Chat! We'll provide a mid-year review of the markets, discuss current events, and share insights on the SpaceX IPO.

Register using the link below. we hope you'll join us for the conversation!
https://us02web.zoom.us/meeting/register/tZAocO2vrD8pHNw-KFsTLwkLmewrY_DjdPez #/registration

Social Security decisions can have a lasting impact on your retirement income. Have questions about how Social Security fits into your retirement plan? Contact our team to start the conversation today.

Guide on Taking Social Security: 62 vs. 67 vs. 70 You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's help on how to decide.

Graduating college is a major milestone, and it’s also a great time to start building smart financial habits through investing. If your family has questions about helping a recent graduate get started, our team is always here to help.

Help Your College Grad Become an Investor Looking for a meaningful college graduation present? Consider opening up the world of investing.

Custodial accounts offer a flexible way to save for a child’s future with fewer restrictions than traditional college plans. If you think this could fit your situation, reach out to us for more information.

Saving for College: Custodial Accounts Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.