End of 2021 Reflections
It’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...
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No Non-Cents Blog
How 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...
Becoming a Millionaire on $15/Hour
We all want to have the financial freedom that comes with being a millionaire, but, to many, that dream seems out of reach. People will...
Retirement Q&A with Tim Delaney
JDH Wealth is excited to announce Tim Delaney’s retirement! He started the company 21 years ago after a career as a CPA with...
Term Insurance vs Permanent Insurance
Insurance is often a topic that puts people to sleep. When having to decide what type of policy to apply for, how long should the...
What 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...
Biggest Mistakes When Receiving an Inheritance
So 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...
Three Simple Habits That Help You Save Money
Since 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...
National Parks on a Budget
Everyone seems to be going to the National Parks this year! While it may feel impossible for those on a budget, these parks are within...
10 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...
Medicare, Retirement and Health Care Costs
One of the biggest concerns people have as they get older is being able to afford health care costs in retirement. But any concerns about...
Gambling 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...
Birds and the Bees: Kids and Money
Explaining the birds and the bees was once the most awkward conversation you could ever have with your kids. But today, it might be even...
Qualified 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...
Five Financial Tips Prior to Retirement
Ask any worker if they’re looking forward to retirement and chances are you’ll get a hearty “yes.” However, ask those same people if...
Estate 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...
Do You Really Need a Living Trust?
Estate planning isn’t anyone’s favorite subject, but it’s necessary if you want to protect your assets and loved ones down the road. To...
How to Focus on What's Important
There are so many things in life we cannot control. A stock market crash, a global pandemic or other natural disasters come regardless if...
Frontdoor and Backdoor Roth Conversions
When planning for retirement, there are a lot of things to consider. One element that plays a major role in these decisions is taxes....
Didn’t the Rules Change on IRA RMDs?
If you’re familiar with retirement at all, you’re probably aware of IRAs. Traditional IRAs are a common mainstay for retirees, thanks to...
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