Aging Parents and Balancing Independence
Our aging parents often require help managing their affairs. It can be hard to find the right balance between maintaining their autonomy...
top of page
No Non-Cents Blog
JDH Employee Spotlight: Greyson Gibson
Our next JDH Employee Spotlight features Greyson Gibson, our Client Service Specialist. Greyson prides himself on a friendly attitude and...
Why You Should Travel in Your 50s and 60s
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...
JDH Employee Spotlight: Shannon Carlton
Our first JDH Employee Spotlight features Shannon Carlton, our Head of Office Operations. Here, we get to know Shannon a little better....
Failure to Launch: Getting Your Adult Child to Move Out
Are you struggling with getting your adult child to move out? You're not alone. However, remember to also think about your own financial...
What Makes a Retirement Income Projection Great?
Traditional retirement strategies often focus on calculating future expenses, which seems sensible—after all, financial security is...
Antifragile Retirement: Grabbing Opportunities Even in Uncertainty
Discover the benefits of an antifragile retirement plan that survives market downturns and thrives, turning challenges into opportunities.
The Importance of Diversifying Your Investments
The world is always changing, and relying on one technology, investment, or crop is risky. History gives us many examples of the dangers...
How Do Your Personal Finances Stack Up Against Key Averages?
Personal finances can be challenging to navigate. You have to expertly steer your debt and savings, especially when approaching...
Golden Years Strategy for Keeping Retirement Taxes Low
Retirement taxes can significantly cut into your income, leaving you with less to live on. You can minimize these taxes during the golden...
Why RMDs are a Ticking Time Bomb
What happens when Suzan turns 73 and must start taking the required minimum distributions?
You Earned It, You Keep It
The social security system isn't keeping up with the increasing life expectancy of Americans.
Six Must-Have Personal Accounts
Personal financial accounts are an essential element of savvy money management. There are many types of these accounts, making it...
The Truth About Annuities
Annuities can help you avoid outliving your income during retirement. Are they the best retirement tool for your goals and needs?
Can You Turn a 529 into a Roth IRA?
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?...
Using Estate Planning to Pass on Your House to Your Children
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...
Why It's Important to Work With a Financial Advisor
Earning money is hard work. Making it work for you and realizing your financial goals is even harder. That’s because the world of...
How to Avoid the Curse Befalling 70% of Lottery Winners
When you live from paycheck to paycheck, winning the lottery can be a welcome relief. You will no longer worry about paying for...
How to Protect Yourself from Identity Theft and Cyberattacks
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...
Do Your Kids Pass the Marshmallow Test?
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...
bottom of page