JDH Wealth Management, LLC
181 Concourse Boulevard, Suite A
Santa Rosa, CA 95403
Phone: (707) 542-1110
Fax: (707) 595-5776
info@jdhwealth.com
© Copyright 2020 – JDH Wealth Management. All rights reserved.
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Money and Happiness
“Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economists and social psychologists have studied this topic – the intersection between money and happiness – quite a bit […]
Thanksgiving Gratitude
Thanksgiving Gratitude We want to take a moment to focus on and celebrate this Thanksgiving season with you. We know it has been a tough year, but we also know that Thanksgiving is a time to count our blessings and express our gratitude. With that being said, we want to extend our deepest appreciation for being […]
Planning for Uncertain Times
November 3, 2020 Planning for Uncertain Times With this week’s election and ongoing health and economic concerns related to COVID-19, uncertainty remains high, as it has for most of 2020. Unfortunately, this is likely to continue well into 2021 on health, financial and societal fronts. As investors, it’s never enjoyable to navigate periods like this, […]
Six Tips for Prepping Your Home for Autumn
Article courtesy of George Peterson Insurance Agency, 10/20/2020 AS THE TEMPERATURE starts dropping and harsher weather looms in the coming months, now is the time to get your home ready. Taking steps now to protect your home and belongings can help you enter the new season worry-free, and you might save money in the process. […]
Relief for Retirement Account Owners
The BAM ALLIANCE, 8/4/2020 On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account owners […]
Educate Your Heirs
Connie Brezik with Buckingham Strategic Partners, 2/20/2020 One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include passing along your ethics and values. You may have become knowledgeable about finance, investments, income taxes and estate planning because you have been successful […]
Income Planning and IRMAA in Retirement
Angela Muckler, Relationship Manager with Buckingham Strategic Partners, 8/27/2020 Medicare is an area that practically every American will encounter when planning for retirement. It sits at the intersection of health and wealth in your financial life plan, and so often surfaces across a range of long-term planning conversations. Plus, Medicare and its associated costs can […]
Benefits of Rebalancing
Connie Brezik with Buckingham Strategic Partners, 8/27/2020 Diversifying your investment portfolio means putting together a mix of stocks, bonds and other investments with your financial goals, time horizon and risk tolerance in mind. Your mix is called your asset allocation. The idea behind diversification is that, overall, owning different kinds of investments should earn you […]