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 many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Determine whether you should consider refinancing your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much would your monthly lease payment be?
