JL3 Financial

We had a great time hosting our clients last Thursday for our first ever Packers tailgate event! Thank you to everyone who came out and made it such a fun night!

Join us on Thursday, October 15, at 4:00 p.m. CT for our quarterly Fireside Chat! We’ll discuss current economic conditions and what they could mean for the remainder of 2026. Register using the link below, we look forward to seeing you!

https://us02web.zoom.us/meeting/register/tZAocO2vrD8pHNw-KFsTLwkLmewrY_DjdPez #/registration

We are so excited to see our very own Kim Fisher featured in this Local 5 story celebrating Green Bay Packers Cheerleader Alumni! Check out the article and video below highlighting Kim and her time as a Packerette!

Golden Girls, Packerettes, and Sideliners: The Packers cheerleaders who never lost their bond GREEN BAY, Wis. (WFRV) – Their days of cheering from the sidelines may be over, but for more than 50 former Green Bay Packers cheerleaders, the connection is still going strong. The Green Bay…

Last week, our team enjoyed a two day trip to Chicago! We took in the city’s sights on an architecture boat tour, visited Wrigley Field, and enjoyed authentic Chicago style deep-dish pizza at Uno Pizzeria. It was a wonderful opportunity to spend time together as a team.

Last call! Submit your photos by Wednesday, September 9th for a chance to be featured in this year’s JL3 Financial wall calendar!

It’s time for our annual calendar contest, and we want your photos to help fill it! Submit your photos by Wednesday, September 9th for a chance to be featured in the 2027 JL3 Financial wall calendar.

Are your retirement savings on track? This article offers a few simple steps to help you review your progress and stay focused on your long-term retirement goals.

How to Get Your Retirement Savings Plan on Track Think retirement is too far off to worry about now? Think again. Here's why you should start today. (Your future self will thank you.)

It’s time for our annual calendar contest, and we want your photos to help fill it! Submit your photos by Wednesday, September 9th for a chance to be featured in the 2027 JL3 Financial wall calendar.

Inherited an IRA or know someone who has? Check out this article from Charles Schwab to better understand your options. If you or someone you know has inherited an IRA, reach out to our team, we’re happy to help.

Inheriting an IRA? Understand Your Choices Understand how to manage inheriting an IRA, as well as the rules and choices to make the most of your inheritance.

Worried about overfunding a 529 plan? New rollover rules may allow unused funds to be transferred to a Roth IRA for the beneficiary. Learn more about this important change by reading the article below.

529-to-Roth IRA Rollovers: What to Know Unused 529 funds can be rolled into the beneficiary's Roth IRA without a tax penalty. But that's probably not a reason to overfund 529s.

Don't miss our Fireside Chat today at 4:00 PM! Please register using the link below. We hope to see you all there:
Registration Link: https://us02web.zoom.us/meeting/register/tZAocO2vrD8pHNw-KFsTLwkLmewrY_DjdPez?fbclid=IwY2xjawTDJL5leHRuA2FlbQIxMABicmlkETF6T1RiczNTd09aSmpwTXM5c3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHmD-cw72OGLzvARVcqsgRcUjye3kDx6Rqkz7hKvgxznJPQ8ocBGXflD5PfT1_aem_fE0QzwhwWsV1ZiKN2nD6Kg #/registration

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