It's said that if you have your health, you have everything. My financial services practice recognizes the important role that health plays in developing a comprehensive and successful financial plan.
Your family's financial security is my business! It would be my pleasure to help you in achieving your financial goals.
Sincerely,
Jason B. Myers ChFC ®, CLU ®
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.
Will you be able to afford nursing home care?
