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

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.

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.

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.

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.

Is your financial advisor fee-only? If you don’t know or care, you should! Find out why J2 Capital Management is proud to be fee-only!

Prices are up everywhere on everything, and unfortunately, we can expect that to continue. After months of being told the current inflation crisis is transitory, Federal Reserve Chair Jerome Powell announced that we can expect high inflation to continue into 2022. What may have seemed like a slight inconvenience at first is now becoming a much larger issue as people watch the value of their money degrade right before their eyes with no clear end in sight.

J2 Capital Management, a boutique financial advisory firm specializing in in-house custom financial planning, tax, estate, and investment management, announces today that it has partnered with Eaglebrook Advisors (“Eaglebrook”) to broaden its investment selection to now include Bitcoin and digital asset SMA investment strategies.

Every investment portfolio comes with the disclosure that “past results do not predict future returns,” and the 60/40 portfolio should be no exception. Often regarded as the best portfolio strategy for retirees, the promise of the 60/40 investment strategy has recently been called into question.