Blog Archive

You’re no stranger to the ebbs and flows of the market. However, one economic phenomenon that has consistently impacted the financial...

Market volatility is an inevitable part of investing, but when tariffs and trade disputes enter the equation, it can lead to heightened...

For many investors, a stock market downturn feels like a punch to the gut. You open your portfolio statement or log into your investment...

As an entrepreneur, starting a new business can be a daunting task. With so many factors to consider, it's essential to have a solid...

Are you tired of following expert retirement guidance and still feel unfulfilled? It’s time to try something else: the value exercise.

The dream of early retirement is enticing—sipping cocktails on the beach, spending carefree days with loved ones, or pursuing hobbies...

Cybersecurity is a defense strategy against a fast-evolving and increasingly challenging world of cybercrime. Hackers are adapting their...

Our next JDH Employee Spotlight features Ben Turner, our Associate Wealth Advisor. Ben leverages his adaptability and broad perspective...

Our aging parents often require help managing their affairs. It can be hard to find the right balance between maintaining their autonomy...

Our next JDH Employee Spotlight features Greyson Gibson, our Client Service Specialist. Greyson prides himself on a friendly attitude and...

The benefits of travel in your 50s and 60s go far beyond checking destinations off a bucket list. Are you curious to know why this stage...

Our first JDH Employee Spotlight features Shannon Carlton, our Head of Office Operations. Here, we get to know Shannon a little better....

Are you struggling with getting your adult child to move out? You're not alone. However, remember to also think about your own financial...

Traditional retirement strategies often focus on calculating future expenses, which seems sensible—after all, financial security is...

Discover the benefits of an antifragile retirement plan that survives market downturns and thrives, turning challenges into opportunities.

The world is always changing, and relying on one technology, investment, or crop is risky. History gives us many examples of the dangers...

Personal finances can be challenging to navigate. You have to expertly steer your debt and savings, especially when approaching...

Retirement taxes can significantly cut into your income, leaving you with less to live on. You can minimize these taxes during the golden...

What happens when Suzan turns 73 and must start taking the required minimum distributions?

The social security system isn't keeping up with the increasing life expectancy of Americans.

Personal financial accounts are an essential element of savvy money management. There are many types of these accounts, making it...

Annuities can help you avoid outliving your income during retirement. Are they the best retirement tool for your goals and needs?

Would you like to fund a 529 plan for your child or grandchild and don't want them to incur penalties when withdrawing the unused funds?...

Having a home is nothing less than a blessing, but when it's time to downsize or do estate planning, individuals often rush into gifting...

Earning money is hard work. Making it work for you and realizing your financial goals is even harder. That’s because the world of...

When you live from paycheck to paycheck, winning the lottery can be a welcome relief. You will no longer worry about paying for...

Identity theft can make your life unbearable. When you’ve never been its victim, it can feel like it’ll never happen to you. 1 in 3...

Delayed gratification can be a tricky thing to learn at any age, but teaching good money habits to your kids now will do wonders in their...

Getting out of credit card debt can free cash to start building wealth quicker. It may seem daunting to wipe out this debt as fast as...

With all the new laws set out by the IRS, inheriting an individual retirement account (IRA) from your spouse or parent might be more...

Saving for a down payment in a high cost area can be an expense save — especially if you have to start saving for your kid’s college fund...

The conflict between Israel and Hamas is causing deep and wide-ranging effects, and not just in areas of immediate violence and loss....

With tax season ramping up again in just a few months, saving on your personal income taxes becomes a priority. Many people find taxes...

As retirement plans become uncertain, how does the rise of the gig economy fit in? Read on to see what retirement strategies will look...

Many in the Baby Boomer generation are on the brink of retirement, leading to a surge of Americans preparing for or already in their...

They say money isn’t everything. While that may be true, pretty much everything today needs money. To live a well-rounded life, areas...

The current Powerball jackpot is one of the largest in history and is just over $1 billion. It sounds like a good investment: Buy a $2...

We’ve all heard the phrase that two things in life are certain: death and taxes. There is a third one to add to that: inflation. Have you...

Social Security is something that is easy to take for granted. Most of us have never known a time when it didn’t exist. Because employers...

Student loans can be like a lingering cough. They seem to hang around longer than we would like. And with the recent Supreme Court...