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.
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How Long Will Your Funds Last?
