The beginning of the year is a good time to make sure you are on your way to meeting your financial goals. Take these smart financial steps in early 2025 to continue on the path to a more secure financial future: Review how much you saved and invested in 2024. Did you make progress toward…
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…
In today’s digital age, it’s important to take precautions in protecting your personal financial information. Knowing about threats you may encounter online—from your personal email account to social media—is a great first step. In each of these areas, you may run into scams specifically designed to steal your information or assets. What is Cybercrime? Cybercrime…
Nearly everyone who uses social media, email and search engines such as Google or receives phone calls and texts will likely encounter scams aimed at obtaining personal information or accessing their financial accounts. Older adults are particularly at risk: In 2023, the FBI reported over 100,000 complaints of fraud from people over 60, resulting in…
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IMPORTANT NOTICE
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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