With women living longer and pensions lacking luster, creating and funding a retirement plan has become more complicated and challenging than ever. In this episode, you will begin to navigate the retirement system and the tools you need to get started on building a retirement plan that lets you feel confident and at-ease.
With women living longer and pensions lacking luster, creating and funding a retirement plan has become more complicated and challenging than ever. In this episode, you will begin to navigate the retirement system and the tools you need to get started on building a retirement plan that lets you feel confident and at-ease. Contact Joyce Palmer at (704) 543-6269 and visit the website at jpfinancialgroupllc.com.
Without considering the impact of inflation on your financial plan, you decrease the probability of meeting your financial goals. In this episode, you'll understand how the JPFG team integrates inflation into your financial plan to ensure your needs are met in retirement and beyond.
Without considering the impact of inflation on your financial plan, you decrease the probability of meeting your financial goals. In this episode, you'll understand how the JPFG team integrates inflation into your financial plan to ensure your needs are met in retirement and beyond.
An employer match on your 401(k) is an easily overlooked benefit that is essential to proper retirement planning. Learn the ins-and-outs of what participating in your employer's 401(k), or retirement plan, means and the advantages of doing so.
High market volatility comes with a rollercoaster of emotions when it affects your financial health. In this episode, learn about the importance of risk exposure and how proper financial planning can help you identify long-term opportunities to alleviate concern in challenging investment markets.
A well-planned legacy can make a tremendous impact on the future of your loved ones. Whether big or small, we'll teach you about the most important elements to incorporate into your financial plan to ensure no stone is left unturned when it comes to taking care of what you love most.
Retiring with confidence requires starting early and avoiding common planning mistakes. In our conversation, we'll address the key financial issues that can prevent you from retiring comfortably and instead put you at greater financial risk.
Did you know that your retirement income might be right under your feet? Join our conversation with Don Graves of the Housing Wealth Institute and an Instructor at the American College for Financial Planning to learn how to utilize reverse mortgages to access lifelong income for retirement and beyond.
Did you know that your retirement income might be right under your feet? Join our conversation with Don Graves of the Housing Wealth Institute and an Instructor at the American College for Financial Planning to learn how to utilize reverse mortgages to access lifelong income for retirement and beyond.
While the benefits of investing are frequently touted with returns and growth, in this episode, we discuss the unfamiliar risks associated with participating in the stock market. Understand how to be a responsible investor and how historical patterns shape the way we manage our portfolios.
While the benefits of investing are frequently touted with returns and growth, in this episode, we discuss the unfamiliar risks associated with participating in the stock market. Understand how to be a responsible investor and how historical patterns shape the way we manage our portfolios.
Minimize your taxes and maximize your income through proper and proactive tax planning strategies. In this conversation, you'll understand how taxes are never a one-time annual affair, but how the implementation of an ongoing tax strategy can affect the success of your financial plan.
Minimize your taxes and maximize your income through proper and proactive tax planning strategies. In this conversation, you'll understand how taxes are never a one-time annual affair, but how the implementation of an ongoing tax strategy can affect the success of your overall financial plan.
Why is tax planning as important as tax filing? Join the conversation about why managing and planning your taxes properly can empower your finances, rather than overwhelm you.
Tax season can feel complicated and confusing if they're not managed properly. Understand how tax deadlines work and the implications of not meeting them.
Tax season can feel complicated and confusing if they're not managed properly. Understand basic tax forms and the importance of completing the correct one for you and your household.
Whether it's to benefit your income, tax situation, or overall confidence in retirement, learn how life insurance can become a great tool during one of the most important stages of your life.
Outliving their income or not living long enough are common fears individuals have about their financial situation during their golden years. During this episode, we'll review the best ways to protect yourself, your retirement, and your legacy, so you can have financial peace-of-mind now and forever.
Anxiety in response to listening to the financial news can feel chaotic and stressful due to our constant lack-of-control. By narrowing the focus towards your own financial challenges, you can empower yourself in ways that allow you to feel confident in a complex financial market.