JC Wealth Management Group

Here at JC Wealth Management Group, LLC. we strive to help you achieve your financial and retirement goals.

Car Affordability

How much can you afford to pay for a car?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Small Business Offered Rare Health Insurance Incentives

Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

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