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How to Make a Big Impact on a Child’s Future

Becoming a parent or grandparent can be one of life’s most meaningful experiences. Set your child or grandchild on the road to financial success by saving for their future. Establishing an investment account today can provide a beneficial cushion for their education, a major life event and even retirement. When you invest early, you can…

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Financial Checklist

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 2026 to continue on the path to a more secure financial future: Review how much you saved and invested in 2025. Did you make progress toward…

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Boost Your Retirement Account Savings

Every year brings an opportunity to increase your retirement savings. Here are the 2025 and 2026 Cost-of-Living Adjustments to Retirement Account Limitations: CONTRIBUTION LIMITS   2026 2025 401(k) & 403(b) Elective Deferrals $24,500 $23,500 401(k) & 403(b) Catch-up Elective Deferrals for 50+ $8,000 $7,500 401(k) & 403(b) “Super” Catch-up Elective Deferrals for 60-63 $3,250 $3,750…

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Smart Money Decisions When Markets Decline

Many investors wonder what actions they could take when the market is down—but many only think of getting out of the market during a decline. While it may be difficult to see a decline in your account balance, in the short run, there are some actions to consider during this time that could put your…

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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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