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.
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Determine whether you should consider refinancing your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
