JM Investment & Retirement Strategies

Newsletters

Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
Three Market-Moving Economic Indicators to Watch

Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
If You Don’t Have a Will Yet, Why Not?

Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
Eight Great Investing Quotes

This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.