JECohen

10/19/2026

Your legacy requires more than a standard plan for asset distribution. You deserve a forward-thinking strategy that helps build multigenerational wealth, while empowering your loved ones with lasting peace of mind.

Learn more online at jecohenco.com/wealth-management/trust-estate-planning

10/17/2026

For many mass-affluent and high-net-worth families of color, wealth is a first-generation achievement. You have worked tirelessly to shatter ceilings, build businesses, and accumulate assets. But building wealth is only the first half of the equation; protecting it and ensuring it transfers seamlessly to the next generation is where the real legacy is forged. We sat down with New Orleans-based Financial Advisor Selina Harrell, MBA to discuss estate planning, how to avoid common pitfalls in Louisiana, and what it truly means to build a generational legacy.

https://jecohenco.com/breaking-the-generational-wealth-barrier-a-strategic-approach-to-estate-planning/

A Q&A with New Orleans-based JECohen Financial Advisor Selina Harrell, MBA For many mass-affluent and high-net-worth families of color, wealth is a first-generation achievement. You have worked tirelessly to shatter ceilings, build businesses, and accumulate assets. But building wealth is only the f...

10/15/2026

Happy National HSA Day! 🏥💰

You’ve probably heard the hype about HSAs being a secret weapon for building wealth. But as fiduciary financial advisors, our first question is always: Is it actually right for you?

For some, the long-term investing perks are a massive win. But if you have ongoing medical needs or expect frequent trips to the doctor this year, a plan with a lower deductible might make more financial sense overall.

Don't just chase the account—make sure the whole strategy fits your life.

Wondering if an HSA makes sense for your big-picture financial plan? Connect with a financial advisor online for a complimentary consultation.

jecohenco.com/find-a-financial-advisor

10/14/2026

When managing settlement proceeds, the goal is to align your newly acquired assets with your long-term personal and financial goals. One of the initial steps in this process is understanding how the legal origin of your settlement dictates its tax treatment, distribution structure, and overall financial management strategy.

Here is an overview of common settlement categories and key financial planning considerations.

https://jecohenco.com/navigating-sudden-wealth-a-financial-guide-to-legal-settlements/

Receiving a legal settlement is often a pivotal financial event, but it frequently comes at the end of an emotionally demanding journey. Managing a sudden influx of capital requires careful consideration, clear structure, and early coordination between your legal and financial teams. When managing s...

10/09/2026

We deliver the financial strategies you need to protect your assets now while growing your legacy for the future. Ready to take control?

Connect with a financial advisor today for your complimentary consultation at jecohenco.com/find-a-financial-advisor

10/07/2026

Money is more than just numbers on a screen—it’s the freedom to live the life you’ve envisioned. At JECohen, true financial planning goes beyond managing your wealth; it’s about securing your peace of mind.

Learn more online at jecohenco.com/wealth-management/financial-planning

10/04/2026

Effective communication and community connection are key parts of how we serve our clients at JECohen. Today, we are proud to highlight Joshua D. Bennett, our dedicated Director of Marketing.

Joshua plays a vital role in sharing our firm’s mission and ensuring our message resonates with our audience. Whether he is helping to shape our digital presence, coordinating community engagements, or supporting our everyday marketing efforts, his thoughtful approach helps connect our advisors with the clients we serve. His focus on clear, genuine messaging is a tremendous asset to our team and helps us continually grow our outreach.

Join us in recognizing Joshua for his hard work, creativity, and commitment to sharing the JECohen story!

🔗 Read more about Joshua and our team here: https://jecohenco.com/about-jecohen/our-team

09/29/2026

We often hear people ask “How much life insurance do I actually need?”

The answer: There is no one-size-fits-all number. Here are a few common ways to calculate your insurance needs, ranging from simple rules of thumb to more comprehensive analyses.

Learn more online at https://jecohenco.com/calculating-your-insurance-coverage/

When we build a comprehensive financial plan, we spend a lot of time talking about growth: building your portfolio, planning for retirement, and generating wealth. But a truly resilient financial plan isn't just about accumulating wealth—it is equally about protecting it. Life insurance is the cor...

09/26/2026

In a world full of industry jargon and complex runarounds, what clients really need is refreshingly simple: transparency.

https://jecohenco.com/find-a-financial-advisor

09/25/2026

Grandparents: A major FAFSA update just turned a major 529 liability into one of the most tax-efficient wealth transfer tools available today.

Under historical rules, grandparent-owned 529 distributions were classified as student income, heavily penalizing financial aid eligibility. Today, that drawback has changed.

However, taking full advantage of this change isn't as simple as opening an account and writing a check. Tax considerations, ownership structures, and distribution timing still dictate whether a family comes out ahead.

Learn more in the article below: https://jecohenco.com/grandparent-owned-529-savings-plans-the-benefits-of-recent-changes/

Investing Involves Risk

Nelson Mandela famously said that “education is the most powerful weapon which you can use to change the world.” For many families, investing in a child’s education is a central financial planning goal, but the cost of doing so has grown rapidly. For this reason, grandparents often like the id...