JM Investment & Retirement Strategies

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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.