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.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How Income Taxes Work
A quick look at how federal income taxes work.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Recent changes in estate tax laws could affect the strategy you have in place.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that vacation home, you invested the money?
With alternative investments, it’s critical to sort through the complexity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.