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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
It's important to understand how inflation is reported and how it can affect investments.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
There are ways to improve your physical fitness without denting your fiscal fitness.
Regardless of how you approach retirement, there are some things about it that might surprise you.
For some, the social impact of investing is just as important as the return, perhaps more important.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.
Are you ready for retirement? Here are five words you should consider.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.