JAG Financial

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.

05/25/2026

Received such a sweet thank you note last week from someone I'm helping to start their own business. I have lunch set up to talk to someone else about the same thing. Things that make you go hmm....

05/22/2026

The Holy Spirit is moving! 15 applicants for interns this year. I found a great one. She will be graduating from Iowa State next year with her BA in Finance.

04/17/2026

Free admission tomorrow! Always on the lookout to find budget friendly fun ideas! Pass it on!