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.
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
How much can you afford to pay for a car?
How much will it cost to pay off a loan over its lifetime?
