Navigating your finances during the first decade of retirement is crucial. Make sure you avoid these top 5 money mistakes!

From a macro point of view, the U.S. market indexes have generated flat to negative returns for almost the past three years, with large rallies and drops producing no returns for investors outside a select group of technology stocks.

Independent contractors, your financial future matters too! Learn how to succeed with our tips on effective financial planning.

Don’t let excessive risk jeopardize your retirement! Discover the key to finding the right balance.

Curious about making the most of your financial journey? Here are 10 essential questions to ask your trusted financial advisor.

Thinking of retiring later? That may not be as reliable as you think. Read the potential risks and limitations of postponing retirement.

Taking care of your aging parents is a huge life change and can be overwhelming. Luckily we’re here to help you plan for that future.

Dreaming of retirement? Don’t wait for someday—start living your retirement dreams now. Here’s 4 tips to help you get started.

Want to learn a way to give to charity while taking advantage of tax benefits? Read the following guide to understand how.

Two major banks collapsed in three days, with a third in Europe teetering. Here’s what consumers need to know about safeguarding their savings.

Every retirement looks different, and you deserve one that makes you happy. Here are some tips on preparing for a happier retirement.

Need to revamp your finances in 2023? Check out these 10 tax-planning strategies to put into place in 2023.

As we wrap up 2022 and say hello to 2023, we wanted to share a helpful checklist for small business owners to help set them up for a successful New Year.

Is your “passive income” rental property feeling anything but passive? J2 Capital Management can help you decide whether or not to keep it.

J2 Capital Management has a new Google My Business page. We’d love your support online, so check it out here!

We’re halfway through 2022. Here is J2 Capital Management’s mid-year update and what to expect going forward.

Before you work with an advisor, you should have a thorough understanding of how they work and what you can expect from them in the process.

Know someone who needs financial help? J2 Capital Management understands clients’ unique needs and inspires confidence in financial decisions.

The stock markets are officially in or approaching bear market territory but it’s much worse than that beneath the surface. The Bull market since 2009 appears to be over. Here's what J2 Capital is doing.

We put you first—always—and strive to guide you toward a strong financial future, tailoring our services to your unique needs. But don’t just take our word for it. Recently we asked our clients to share their experience working with us. Here’s what they had to say.