When most people think of Investment Advisors they think of buying and selling investments or market swings up and down. This is all part of the experience as an investor, but at JRC Wealth Management we take a more nuanced stance.
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Completing this simple worksheet can help establish a realistic retirement savings target.
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much would your monthly lease payment be?
