Is maxing out your 401(k) the smartest move for your retirement? Let’s explore the options to create a strategy that aligns with your goals.

While July started off the same way that many months have recently, which is more gains for large-caps and tech, the markets experienced a massive shift within U.S. equities that it hasn’t seen in a while. A cooler than expected inflation number in June raised the market’s expectation for more rate cuts later this year and that resulted in a revival in small-caps, value and dividend stocks.

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

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

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.

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

With a world of information at our fingertips, we can find reviews, history, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with information to make the best choice possible.

2020 will forever be remembered for both the pandemic that was unleashed upon the world as well as the policy responses to it. Investors will also remember it for the tremendous market volatility (in both directions) and more importantly, investor’s reactions to that volatility (again, in both directions!).

Is your financial advisor a fiduciary? Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. salesperson.

Tax season is right around the corner and before the end of 2020, you may consider spending a little time to plan out your 2020 taxes.

New legislation has passed. Discover what has changed and how our in-house CPA at J2 Capital Management is helping clients this tax season.