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.
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
How Long Will It Take to Pay my Balance?
Determine whether you should consider refinancing your mortgage.
How Long Will Your Funds Last?
Estimate the future value of your current savings.
