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Below are links to organizations JST Investment Consulting, RIA models its best practice standards from and/or is affiliated with:
Professional Fiduciary Association of California
National Association of Personal Financial Advisors
Investment Management Consultants Association®
Financial Planning Association
College for Financial Planning
Here are 4 tips for women who aspire to be business owners, courtesy of Entrepreneur: https://www.entrepreneur.com/article/340600 #JST #WEALTHMANAGEMENT #SMALLBUSINESS4WOMEN
Reaping deserved financial rewards requires shaking off corporate gender bias.
What life events might call for an update of your estate strategy? Forbes has a list @ https://tinyurl.com/y65b4q5c #JST #WEALTHMANAGEMENT #ESTATEPLANNING
There are lists of reasons to update your estate plan, but here are two common planning mistakes that cost families big because they weren't addressed.
Healthcare costs are one of the biggest expenses retirees face (but can be very manageable with the right knowledge!) which makes choosing the right plan even more important. So whether you’re enrolling for the first time, or you’re already on Medicare, I highly recommend you download our FREE Medicare Guide that will help you choose the right plan that could save you thousands. #JST #MEDICARE #WEALTHMANAGEMENT #FIDUCIARY ... See more
TIME-SENSITIVE: Open Enrollment is Oct 15-Dec 7
Less than half of U.S. states have a financial literacy requirement for high-school students. Financial illiteracy is a growing problem in the U.S., especially for young adults. Less than one-third of college students (28%) could correctly answer three multiple-choice questions about interest, inflation and risk diversification, according to a 2015-2016 FINRA study, and slightly more than half (53%) could do the same.
Still, there are steps anyone can take to get started on the path to financial freedom — and eventually a nest egg like Espinal’s.
Yanely Espinal knows what the power of a financial education — she came from a low-income home with two parents and nine children, and ended up with credit card and student loan debt even after receiving a full scholarship to college.
#JST #FINANCIALFREEDOM #YOUCANDOIT #FINANCIALLITERACY #PROVERBSFINANCIALCOACHING ... See more
The Brooklyn native grew up in a low-income neighborhood with a family working hard to make a living.
3020 Old Ranch Parkway, Suite 300
Seal Beach, CA 90740
Phone: (562) 999-4578 Website: https://www.jstinvestmentconsulting.com/contact-us/