JM Investment & Retirement Strategies

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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Taxable Equivalent Yield

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

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