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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
However exciting retiring abroad may sound, it deserves considerable planning.
One way to find money is to examine your current spending habits and eliminate money wasters.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.