JAG Financial

08/31/2026

Use this easy calculator to get started and let's chat after if you want.

Our easy-to-use retirement calculator helps you see if your retirement savings strategy is on track. Get clear insights, adjust your numbers, and feel confident about your retirement readiness.

07/01/2026

Miss Kasey Marie age 10 Boston Terrier

06/24/2026

Proud to sponsor the National Championship for Granny Basketball League this year held in Ankeny, Iowa next month! Over 300 women ages 50 and up to age 94 participate! Fits perfectly with our mission: Helping you live your healthiest financial life. Good luck ladies!

We appreciate and thank the support from our 2026 Granny Basketball National Tournament Sponsors

06/20/2026

Know someone that lost their job? Send them this. Car accidents or sudden diagnosis when you don't have health insurance can ruin your finances!

Take a look on Melisa Wardlow's video created with the BIGVU teleprompter app

06/15/2026

Lots of high income earners are not taking all the opportunities to defer paying income tax. Let's make sure you are set up for success.

Have you explored all your options when it comes to managing your taxable income?

06/08/2026

I got the sweetest call from someone who I helped get a trust set up for. Let me do the legwork on what you've been putting off.

Estate conservation is too important to put off. Do you have a smart exit strategy?

06/04/2026

Creating a trust to protect your family has NEVER been easier. Seriously. Sign up for a two hour online information session. It's tonight from 7-9 CST. Then decide if it's something your family needs. If it is, you can get one for no cost, thanks to Lutheran Church of Hope. They walk you through the whole process by phone, and mail. All that is asked in return is to prayerfully consider leaving something to one of the dozens of mission partners as your thanks.

Zoom unifies cloud video conferencing, simple online meetings, and cross platform group chat into one easy-to-use platform. Our solution offers the best video, audio, and screen-sharing experience across Zoom Rooms, Windows, Mac, iOS, Android, and H.323/SIP room systems.

06/01/2026

Tag or send to someone age 50+, their money depends on it. Let's figure out how you may be impacted by sequence of returns risk.

This short video illustrates the importance of understanding sequence of returns risk.

05/29/2026

Wow. Are you wishing the max $7,500 IRA annual contribution was more? If you make good money and your problem is you need more write off’s and you are self-employed: You better be writing off at LEAST $72,000 in your retirement plan! If not, we need to talk, PRONTO. Talked to a soon to be new client that makes around $400,000 per year and wrote a $100,000 check to Uncle Sam. This is preventable!

05/26/2026

This may not be obvious to everyone but if you or someone you know are perhaps still working and not collecting your Social Security monthly benefit and are age 70... YOU ARE WASTING YOUR BENEFIT. You do not get retroactively paid past 6 months. It will no longer grow each year besides the cost of living increases (COLA). Please let us know if you need help turning it on.