JM Investment & Retirement Strategies

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

Taxable Equivalent Yield

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