JM Investment & Retirement Strategies

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Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Voluntourism: A Vacation That Makes a Difference

A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
HOT TOPIC: What’s in the New Tax Legislation?

This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.