Blog
I am Jamie Ebersole, the founder of Ebersole Financial LLC. I have been working in the investment and financial planning worlds for over twenty-five (25) years helping institutional and individual clients reach their desired financial outcomes. Our primary goal at Ebersole Financial LLC is to share with you timely information you can use to simplify your financial life. Our blog will seek to address issues of interest to you (our clients) and to me, namely in the fields of investments, life and other financial planning topics. We look forward to walking alongside you on your financial journey and hope you find our content useful.
What am I doing wrong! Recent Appearances in the Press
I am frequently asked to contribute to stories in the media related to retirement and investment planning. Below I have hand-selected tidbits from three recent articles to share some of the wisdom I have shared with the broader...
Read MoreWhat Do I Do Now?
Finding Your Financial Footing After a Major Life Change Key Steps to Take: Take time before making big financial decisions Gather your important documents and accounts Understand your income, expenses, and cash flow Review...
Read MoreWhat do I do with my spouses IRA/401(k) account after he/she passes?
When a spouse passes, organizing your finances is usually that last thing on your mind. For many widows and widowers, finding a financial planner (in addition to an estate planning attorney) to help in this process is a lifesaver.
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