If you want a financial plan based on your lifestyle and goals… If you have a drive for success and want a road map to go with it… Then you should be talking to us.
JMC Wealth Management, Inc. distinguishes itself from its competition by understanding the emotions behind money. We empower our clients so that they may be better able to have their lives control their finances rather than having their finances control their lives.
We start our work with the person rather than with products, recognizing that getting your finances in order should help you get your life in order. The line between what is personal and what is financial is often hard to distinguish and we specialize in helping our clients sort this out. Only when we think this has been accomplished do we start to think in terms of specific investments.
We look at the areas that are not producing satisfaction in our clients’ lives and see how financial planning might relieve this unease. It is our goal to truly understand our clients and how they wish to grow.
This is how we help you Navigate Your Life.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This worksheet can help you estimate the costs of a four-year college program.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are four very good reasons to start investing. Do you what they are?
In the face of divorce, making changes to insurance coverage may be overlooked.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, infiltrating the world of bonds.
Recent changes in estate tax laws could affect the strategy you have in place.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The decision whether to buy or rent a home may have long-term implications.
Three things to consider before dipping into retirement savings to pay for college.