Written by Matthew DelaneyLatest NewsBiggest 401(k) Participant MistakesA 401(k) plan is one of the best retirement savings options. However, while many people know how to use a 401(k), not everyone makes the...
Written by Eric KeatingLatest NewsWhat Happened to the Stretch IRA?Many people have never heard the term “stretch IRA.” Even fewer are aware that the stretch IRA was eliminated in 2019 by the Secure Act....
Matthew DelaneyLatest News5 Things You Didn’t Know About RetirementRetirement is something that can sneak up on you. Before you know it, you’re confronted with financial, healthcare, and life choices that...
Written by Matthew DelaneyLatest NewsSocial Security – Why It’s Not So Black and WhiteWhen you think of social security, you probably think of the regular benefits it can provide you with. But do you take the initiative to...
Written by Matthew DelaneyLatest NewsEnd of 2021 ReflectionsIt’s fair to say that 2021 has been one heck of a year. COVID is still around, and chaos seems to find us wherever we go. With that being...
Written by Eric KeatingLatest NewsHow Do Charitable Remainder Trusts Work?There are various methods to help a charity or specific cause with your assets after you pass away, one of which is a charitable...
Written by Matthew DelaneyLatest NewsBecoming a Millionaire on $15/HourWe all want to have the financial freedom that comes with being a millionaire, but, to many, that dream seems out of reach. People will...
Written by Matthew DelaneyLatest NewsRetirement Q&A with Tim DelaneyJDH Wealth is excited to announce Tim Delaney’s retirement! He started the company 21 years ago after a career as a CPA with...
Written by Matthew DelaneyLatest NewsTerm Insurance vs Permanent InsuranceInsurance is often a topic that puts people to sleep. When having to decide what type of policy to apply for, how long should the...
Written by Matthew DelaneyLatest NewsWhat Are You Thankful For?It is easy to be thankful when things are going well; when your bank account is fat and thriving; when your kids have great grades, and...
Written by Eric KeatingLatest NewsBiggest Mistakes When Receiving an InheritanceSo you just got a big inheritance and you don’t know what’s next. Or maybe you do, but you want to avoid making mistakes. While...
Written by Matthew DelaneyLatest NewsThree Simple Habits That Help You Save MoneySince you made the resolution to start saving, how much have you actually saved? No judgment. But I can take a wild guess and say you...
Written by Matthew DelaneyLatest NewsNational Parks on a BudgetEveryone seems to be going to the National Parks this year! While it may feel impossible for those on a budget, these parks are within...
Matthew DelaneyLatest News10 Obstacles to Investing – and How to Overcome Them By David Booth, Executive Chairman and Founder of Dimensional September 25, 2021 We’ve learned a lot about investing over the past 60...
Matthew DelaneyLatest NewsMedicare, Retirement and Health Care CostsOne of the biggest concerns people have as they get older is being able to afford health care costs in retirement. But any concerns about...
Matthew DelaneyLatest NewsGambling and the Stock Market Is a spin of the roulette wheel the same as investing in the stock market? What about the blackjack table? Should you go to Las Vegas and...
Matthew DelaneyLatest NewsBirds and the Bees: Kids and MoneyExplaining the birds and the bees was once the most awkward conversation you could ever have with your kids. But today, it might be even...
Matthew DelaneyLatest NewsQualified Charitable Distributions (and that hot chocolate in Winter feeling) Qualified Charitable Distributions (and that hot chocolate in Winter feeling) Whether you’re a once-in-a-while small-donor or a frequent...
Matthew DelaneyLatest NewsFive Financial Tips Prior to RetirementAsk any worker if they’re looking forward to retirement and chances are you’ll get a hearty “yes.” However, ask those same people if...
Written by Matthew DelaneyLatest NewsEstate Planning Doesn't Have to be a Black Hole (Five Biggest Mistakes)You should feel good about having all of your affairs in place so that in the event of your death, there are fewer worries for the loved...