JRM Tax & Wealth Management, LLC

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JRM Tax & Wealth Management, LLC Fee-Only financial planning, investment management, and tax advisory held to the highest standard.

Are You Giving on Purpose — or Just in December?
11/03/2026

Are You Giving on Purpose — or Just in December?

You know the season. Envelopes in the mailbox, messages in your inbox, and a cashier asking if you'd like to round up for a good cause.And somewhere between Thanksgiving and New Year's Eve, a lot of generous people make many of their charitable decisions in a hurry.In 2025, nonprofits received 37% o...

11/03/2026

When selling your business — regardless of whether the buyer is a family member, a key employee, or a third party — if the sale involves payments spread over time and funded from future business earnings, you need to ensure that you will collect on this income. When your long-term interests depe...

11/02/2026

A benchmarking review helps plan sponsors evaluate whether their retirement plan's fees, services, investments, and fiduciary support remain reasonable, competitive, and aligned with participant needs.

11/01/2026

You may be able to claim a tax credit for expenses you paid to adopt a child. In 2026, you can claim an adoption tax credit of up to $17,670 (up from $17,280 in 2025) of qualified adoption expenses per eligible child (including a child with special needs). Use IRS Form 8839 to claim the credit.

10/31/2026

1 Contribution is fully deductible if minimum contribution amount is met and cost of token gift does not exceed maximum

10/30/2026

Health savings accounts help manage short- and long-term health care costs while offering significant tax advantages.

10/29/2026

You subtract certain deductions from your adjusted gross income (AGI) to determine your taxable income. You can subtract either the standard deduction or itemized deductions. The standard deduction is a fixed dollar amount determined according to your filing status and circumstances. Itemized deduct...

10/28/2026

Legislation enacted in 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

Financial Impersonation Scams: What to Watch For
10/27/2026

Financial Impersonation Scams: What to Watch For

Many people picture a scam as something obviously off: a strange email, a robotic voice, a too-good-to-be-true offer.The more dangerous version sounds like rescue. A calm, professional voice tells you your bank account has been compromised, and they’re calling to help you fix it before it’s too ...

10/27/2026

For retirement plan sponsors, fee benchmarking can seem deceptively simple. Put provider A next to provider B, compare the numbers, and identify the lower-cost option.

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Aston, PA
19014

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+18568164036

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