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Take Charge of Your Financial Story

Sometimes when we read gender-specific statistics in the newspaper or our Facebook feed, such as women make less than men or more elderly females live in poverty compared to men, they may seem daunting. Our circumstances may seem similar, whether it’s related to our investment portfolio or our career, and we may feel that we…

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Are You Self-Employed? What to Know About Tax Time

These days, a growing number of workers do not have traditional full-time salaried positions. In fact, there were 58 million freelancers in the U.S. in 2021.1 If you’ve made or are making a transition to self-employment, in essence, you have become your own Human Resources and Payroll Department. Those notes on your old paystubs that…

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It’s Tax Season – Time to Get Tax-Smart

Although tax day comes around once a year, don’t let a deadline catch you unaware. There are a number of ways throughout the year that you can reduce your tax burden while pursuing long-term financial goals like retirement, a college education for your child or investing for current income. Be Tax-Smart When Saving for Retirement…

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Financial Health is Achievable…Step by Step

With everything going on in our lives, financial health is often the last thing any of us think about. Often, we are consumed with immediate day-to-day financial concerns such as paying the mortgage, insurance or other monthly bills. Although our finances are an integral part of our daily lives, we may give little thought to…

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You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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