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 Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Knowing the rules may help you decide when to start benefits.
When considering life insurance, it's important to understand your options.
Knowing your options when a CD matures can help you make a sound investment decision.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A few strategies that may help you prepare for the cost of higher education.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Despite recent tax-law changes, a stunning 5.4 million Americans are expected to pay the AMT in 2018.
There’s an alarming difference between perception and reality for current and future retirees.
There are things you can do to keep yourself safe when you lose your wallet.
Do you have causes that you want to support with donations? Here are three tips.
There are nearly 1,200 ETFs available. Should you invest in them?