JDJ Financial Group

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Consider preparing for 30 years in retirement. Are your assets ready?
06/27/2024

Consider preparing for 30 years in retirement. Are your assets ready?

Estimate your monthly and annual income from various IRA types.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
06/25/2024

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
06/20/2024

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

\$100 not spent is more like \$143. Intrigued?
06/13/2024

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Extended care refers to services needed by those who have a chronic illness or disability.
06/11/2024

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot,...
06/07/2024

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.
06/06/2024

Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
06/04/2024

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

Childhood attitudes and habits can determine your child's health in his or her adult years.
05/30/2024

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
05/28/2024

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

Where will your retirement income come from? Do you know all the choices available?
05/23/2024

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A home is the single largest financial commitment for most people. What mortgage fits you best?
05/21/2024

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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Bend, OR
97702

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