Site Map
-
Home
- Contact Us
- Account Access
- Our Associates
- Our Location
- Blog
- Our Mission
- Financial Planning
- JGA Charitable Giving
- Small Business Retirement Plans
- 401(k) Plans
- Join our Team
- COVID-19 Office Procedures
- Relief for Small Businesses
- Coronavirus Concerns? Consider Past Health Crises
- Dave Ramsey Smartvestor Pro
- Thought Leader Videos
- Tell A Friend
-
Associates
-
Learning Center
-
Calculators
- Home Affordability
- Credit Card Debt
- Cost of Retirement
- Impact of Inflation
- Retirement Plan Early Distribution
- Retirement Portfolio Lifespan
- Federal Income Tax
- IRA Eligibility
- Roth IRA Conversion
- College Funding
- Savings Goals
- Cash Flow Analysis
- Net Worth
- Lifetime Earnings
- Life Insurance
- Disability Income Insurance
-
E-Seminars
-
Flipbooks
-
Newsletters
- HOT TOPIC: Rescuing America’s Safety Net
- Diversifying with Market Caps
- Keep an Eye Out for IRS-Related Scams
- Social Security Offers Benefits from Birth Through Old Age
- Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
- HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
- Are You Eligible for Any of These College-Related Federal Tax Benefits?
- Time for a Spring Cleanup: Organizing Your Financial Records
- Retiring in a Down Market? Don’t Panic
- Trusts — Not Just for Estate Taxes
- HOT TOPIC: Red Ink: The Debt Ceiling and Deficit Spending
- Key Retirement and Tax Numbers for 2023
- Creating Your Own “Operation London Bridge”
- Double Up with a Spousal IRA
- When Should Young Adults Start Investing for Retirement?
- The Inflation Experience is Painful – and Personal
- HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
- Balancing Stocks and Bonds in One Fund
- Fixed for Life: What Can an Annuity Do for You?
- Three Ways to Help Simplify Your Finances
- IRA Strategies: After-Tax Money and the Pro-Rata Rule
- Small Businesses Should Prepare for Stronger Tax Enforcement
- HOT TOPIC: Is the Yield Curve Signaling a Recession?
- Stretch IRA Alternatives
- A 529 Plan Can Help Jump Start Your College Fund
- Tips for Safe Online Shopping
- Taking Control of Your Retirement Savings
- Naming a Trusted Contact
- HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
- Sectors: Overweight, Underweight, or Just Right?
- Is It Time to Buy an Electric Vehicle?
- IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
- Talk About These Money Matters Before the Wedding
- Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
- HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
- Famous People Who Died Without Proper Planning
- New Life for Your Old Insurance Policy
- Virtual Health Care Is Here to Stay
- How Funding an HSA Could Help Strengthen Your Retirement Strategy
- HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
- Passive, Active, or Both?
- How Much Life Insurance Do You Need?
- Building Financial Resilience
- Donor-Advised Funds Combine Charitable Impact with Tax Benefits
- Small Businesses Are Short-Staffed and Overwhelmed
- HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
- Dividends for Income and Total Returns
- What the Red-Hot Job Market Means for Workers
- Preparing for a Natural Disaster
- How Life Insurance Could Help Mitigate Taxes in Retirement
- Diversifying Your Portfolio with International Flair
- A Wealth of Information: How to Read a Mutual Fund Prospectus
- Should You Consider Tapping the Equity in Your Home?
- Adjusting Your Tax Withholding
- WEP and GPO Can Reduce Social Security Benefits
- Avoiding Probate
- What’s Your Retirement Dream Elevator Pitch?
- Where to Look for Lost and Forgotten Money
-
Research Articles
- What Key Estate Planning Tools Should I Know About?
- What Is the Best Form of Property Ownership for Me?
- What Is a SEP IRA?
- What Is a SIMPLE?
- Unforgettable Birthdays
- Will Social Security Retire Before You Do?
- How Can I Estimate My Future Social Security Benefits?
- What Is a Self-Employed Retirement Plan?
- What Is a Traditional IRA?
- What Is a Roth IRA?
- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
- What Is Stock?
- What Is a Mutual Fund?
- 529 Lesson Plan: High Scores for 529 Plans
- What Is Term Life Insurance?
- What Is Whole Life Insurance?
-
Videos
-
Glossary
-
Quote Requests