Knowledge is power. We empower our clients.

Get Started Now
podcast-lp-banner-gold-piggy-bank

Monthly Market Update: What You Need to Know

Listen to a quick, 2-minute summary on the previous month’s market and economic news from Jemma Financial’s Mimi Makowske.

Technology makes my life so much easier

What to Do When Faced with a Financial Roadblock

The coronavirus pandemic has been a financial roadblock for many young workers. In fact, nearly 60% of young Americans surveyed indicated that the pandemic has delayed their ability to become financially independent.* You may feel anxious when you believe that your financial plan may be off course. However, it’s important to remember that the pandemic…

Read More >

Getting Started Is Easy

  • We Listen
  • Understand Your Goals
  • Customize A Plan
  • No Account Minimums Required

Start Now >

health insurance concept - stethoscope over the money

Rethink How You Use Your Health Savings Account

When it comes to saving for retirement, many savvy investors contribute to an Individual Retirement Account (IRA) and a 401(k) or 403(b) account. But did you know that a Health Savings Account (HSA) can be considered part of your overall retirement portfolio? An HSA is a savings account that can be used for out-of-pocket medical,…

Read More >

Piggy Bank and Wooden Blocks with Number 401k

What to Do if Your Employer Discontinues Your 401(k) Match

Due to the COVID-19 pandemic, some employers have announced in 2020 that they have had to discontinue or reduce their 401(k) matching contributions. According to a recent survey, 23% of employers lowered or suspended their contribution match for employees’ retirement accounts.1 This isn’t the first time companies have discontinued matching contributions. In 2008-09 during the…

Read More >

Get Started. Learn More.

Required Field
Required Field
Log In to Your Existing Account Get Started Now

Need assistance? Call 855.662.2121 or email info@jemmafinancial.com

You are now leaving Jemma Financial

Yes, I would like to leave No, I would like to stay

Important Notice

You are now leaving the Jemma Financial Services website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with Jemma Financial Services or any advisor(s) whose name(s) appear(s) on this website. Jemma Financial Services is/are independently owned and operated. [Schwab neither endorses nor recommends {Name(s) of Investment Management Firm(s)}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Name(s) of Firm(s)” under which Schwab provides Jemma Financial Services with services related to your account. Schwab does not review the Jemma Financial Services website(s), and makes no representation regarding information contained in the Jemma Financial Services website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.