JGL Strategic Wealth Solutions

04/21/2025

National Financial Literacy Month is a great time to teach the basics of money management. Encourage your child to save for a cause they care about like rescuing animals or saving the rainforests.

04/18/2025

One key benefit of having estate planning conversations is creating transparency and trust with your loved ones. Have you checked all the important estate and legacy planning boxes? Let’s connect to help ensure you have a plan in place.

04/17/2025

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

04/16/2025

Dreaming of a new doorstep? We can help you prepare to make a move.

04/15/2025

Is it better to rent or buy a house? Consider all of the pros and cons before making a move.

Determine what makes the most financial sense for your situation.

04/14/2025

The IRS released its annual inflation adjustments for the 2025 tax year, featuring a slight uptick in income ranges for each bracket compared to 2024. Let’s review together and discuss the appropriate tax strategy for you and your goals.

Get better acquainted with the 2024 and 2025 tax brackets, the various filing statuses and the difference between taking the standard and itemized deductions.

04/11/2025

Did you know there’s a retirement savings lost and found? Use the Labor Department's new database to help you track down funds from a past employer.

The Retirement Savings Lost and Found Database serves as a centralized location to find lost or forgotten retirement benefits and get information on how to obtain those funds.

04/10/2025

Get ready to file your taxes with this checklist. Discover smart tax strategies for HSA and IRA contributions, tips for next year and more.

Minimize stress during the tax filing season with this checklist.

04/09/2025

Spring means the start of wedding season. If you or a loved one is preparing to walk down the aisle, review these tips for starting your marriage on the right financial foot.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

04/08/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

04/07/2025

New this year: You can contribute even more to your retirement accounts if you’re between the ages of 60 to 63.

Make the most of SECURE Act 2.0

04/04/2025

Investing based on your emotions can be costly. Keep these five tips in mind during times of market stress.