J Benjamin Financial

10/16/2026

10/15/2026

What is your plan for making sure you don't run out of money? Having that plan will help combat withdrawal risk. The advances in medicine are helping people to live longer and let's not forget about inflation. If you are concerned now, just imagine how you'd feel if you don't tackle this. We can help.

10/07/2026

The U.S. trade deficit widened sharply in August, highlighting a renewed imbalance between what the country buys from abroad and what it sells overseas. The deficit increased to $105.6 billion, up from a revised $92.8 billion in July and above the $102.0 billion consensus estimate. The August report...

10/07/2026

Have you ever though about how efficient your portfolio needs to be over the course of your investment life? There are three main things that can drag you down over time. Excessive Fees. Expensive Investments. Unnecessary Tax Consequences.

Message us if you are curious how much harder your money could be working.

10/05/2026

Retirement isn’t just about building wealth—it’s about protecting purchasing power.

Inflation is always in the background, quietly reshaping what your future dollars can do. A thoughtful plan keeps you ahead of rising costs so your lifestyle stays exactly where you want it.

09/30/2026

U.S. large-cap equities advanced despite a midweek rise in yields, with technology and AI-related shares driving the Nasdaq’s 2.1% weekly gain. Small-cap performance diverged: the Russell 2000 declined 0.8%, consistent with greater sensitivity to borrowing costs. European shares registered their f...

09/29/2026

There may be vulnerabilites in your portfolio that you don't even know about. Find out if you have any https://jbenjaminfinancial.com/five-point-portfolio-stress-test/

09/08/2026

Checked your credit report?

One mistake can cost you thousands. One review can save you thousands.

08/31/2026

36 weeks into 2026, have you consolidated old retirement accounts? If you've got orphanded 401(k)s floating around, it's time to bring them home.