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.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A quick look at how federal income taxes work.
It's important to make sure your retirement strategy anticipates health-care expenses.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations? Here are three tips.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
$1 million in a diversified portfolio could help finance part of your retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
Are you ready for retirement? Here are five words you should consider.