JJ McCormick, Modern Woodmen of America

Home
United States
Florence, AL
JJ McCormick, Modern Woodmen of America

I help Families & Business Owners build Wealth & Protect Legacies | Investment Services | Retirement Planning | Life Insurance |

Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

02/10/2026

Times are a-changing.

If you know me, you know I enjoy some history.

In my office, I’ve got an old copy of our company magazine we send out to all of our members. The first picture is from November 1929. The second image is a cover of our latest issue.

I’d like to thank my MP, Neal, who got this 1929 issue for my birthday a year or so ago.

02/06/2026

One of the toughest parts of my job is having long time members pass.

You see, Modern Woodmen has been in the Shoals area for 100 years. Over the years we have added SO many members to our community. And through the years of doing member exclusive events, we all have gotten real close!

We’ve eaten many meals together, we’ve wrapped Christmas gifts for children in need, we’ve come together to donate to causes that are important to our people, and we’ve shown up when it mattered.

I was at a funeral yesterday for a member and saw several members who knew the man from our member events.

Modern Woodmen is a Financial Services Company. So if you want someone to do your retirement, your life insurance, business planning, and more, we’ve got that. But then again, there are tons of other company’s out there who do that as well.

The difference is the fraternal relationship that starts to build as you begin getting invited to our events. You start coming, you roll up your sleeves and either eat, or serve. A family begins to emerge that you didn’t even know you were missing.

If I’ve said it once, I’ll say it a 1,000 times.

Modern Woodmen is the Greatest Company there is.

Ask me how you can be a part.

02/02/2026

What is the best money advice you've ever heard? Comment with yours!

I'll start:

Mine comes from a great book, The Richest Man in Babylon. It has an incredible theme in one of the chapters, "Insure a Future Income"

It's simple. Put money back for retirement and create future streams of income so that one day or passive income becomes more than your monthly expenses.

I've always heard the phrase, "There's more than one way to skin a cat" not really sure why that was a thing, but I do know that there's more than one way to insure a future income.

If you need help on that process - reach out to me.

01/29/2026

WOAH! Tax Season is upon us!

Hopefully this checklist can help you gather the right documents to hand over to your Accountant!

Tax Prep Document Checklist:

Basic Personal Info
- Social Security Numbers (You + Dependents)
- Last Year's tax return

Income Documents
- W-2 From Employers
- 1099s (Freelance work, interest from investments, dividends, retirement distributions)
- Income documents from rental properties or side gigs

Deduction & Credit Documents
- Mortgage Interest Doc (Form 1098)
- Student Loan Interest
- Childcare Expenses
- Charitable Contributions
- Medical Expenses (if itemizing)

Other Financial Info
- Health Savings Account Records
- Investment Statements (capital gains/losses)
- Retirement Contributions

Pro tip: Organize these in a secure folder (digital or physical) - it makes filing faster, easier, and safer. If you put a $10 gift card to a local coffee shop - I'm betting it moves you to the front of the line with your accountant too!

If you don't have someone in your corner to do taxes - reach out to me, I can point you to some local, reputable people who will be more than happy to assist you!

01/27/2026

Did you know January is Financial Wellness Month?

Well, as it's wrapping up, have you thought about revisiting your financial health? Not just your goals - but actually where you are, right now?

Just some questions to ask:

1. Do you have an emergency fund?
2. What about your budget? Do you have one of those? If so, is it on track for January?
3. If these are "yes" ask yourself this - "What is one thing I can do this week to move the needle on my financial goals this year?"

If it's something I can help you with, or maybe you don't even know where to start - I'd love to chat with you on that process!

01/21/2026

Just like that perfect cup of coffee, your financial plan can have layers, flavors and ingredients tailored to your taste.

· A dash of savings for security.
· A shot of budgeting for control.
· A sprinkle of insurance for protection.
· And a swirl of goals for the future.

When blended just right, it’s your recipe for success.
Let's meet and start brewing your financial plan today!

11/21/2025

Huge news for our community!

We just wrapped up a Matching Funds project for The Chadwick Foundation , and together we were able to contribute $1,250 toward their goal of purchasing a new van!

This van is going to make a real difference. It helps them reach and serve individuals and families with exceptional needs all across the Shoals — providing support, transportation, and care that strengthens our entire community.

If you’ve never heard of The Chadwick Foundation, take a moment to learn about the incredible work they do:
👉 https://thechadwickcenter.com/overview

Grateful for opportunities like this. Grateful for organizations like theirs. And grateful to live in a place where people still show up for one another.

Community is built one act of service at a time — and this one felt special.

09/30/2025

Fraternal Recap 🤝✨

This past weekend, Modern Woodmen of America – Alabama partnered with Sleep in Heavenly Peace to build 30+ beds for children who would otherwise be sleeping on the floor!

Our mission is simple: give back and make an impact. We’re honored to have joined forces with the Birmingham South chapter to change lives—sometimes for families we may never meet, but whose futures we’re proud to help brighten.

Because no child deserves to sleep on the floor. 🛏️💙

07/24/2025

I met with a client the other day, and when we talked about her risk tolerance, she said:

“I’ve always been risky with my money—and it’s always paid off.”

Honestly, I love the confidence. But it got us talking about a key point:

🚦 Taking risks is fine—as long as they’re calculated

If you’re nearing retirement, starting a business, or just trying to build stability for your family, it might be time to redefine what “risky” means in your season of life.

Sometimes the riskiest thing… is not having a plan at all.

07/22/2025

If you’re waiting to invest until you have “enough,” you might be waiting forever.

Starting with $100/month could mean thousands in your future. The key isn’t the amount—it’s the consistency.

Want to see what that could look like for your family? Let’s talk.

**For illustrative purposes only. Not indicative of any actual product or performance**

Address

220 W Tennessee Street
Florence, AL
35630

Telephone

+12566687803

Website

http://reps.modernwoodmen.org/jmccormick

Alerts

Be the first to know and let us send you an email when JJ McCormick, Modern Woodmen of America posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to JJ McCormick, Modern Woodmen of America:

Want your business to be the top-listed Finance Company in Florence?