Knowledge is power. We empower our clients.

Get Started Now

How to Navigate the Medicare Maze

Planning for retirement can be an exciting time that comes with many important decisions. One of the most significant pieces of the puzzle is figuring out when to enroll in Medicare and which parts to enroll in. Here are a few important things to know: The Initial Enrollment Period lasts seven months, starting three months…

Read More >


Despite September Market Drop, the S&P 500 Rises 13% Year-to-Date

Listen to a quick, 3-minute summary featuring the market and economic news for the month of September. Katharine E.W. Dudley, AIF®


Stock Prices Pause After Five Consecutive Months of Gains

Listen to a quick, 3-minute summary featuring the market and economic news for the first half of 2023. Katharine E.W. Dudley, AIF®


Inheriting an IRA – The Rules Have Changed

According to a recent survey of 6,000 U.S. households, about 60% said they have received, plan to get, or intend to give inheritances compared to 46% recorded seven years prior.* Anyone can inherit an Individual Retirement Account (IRA). Depending on your relationship with the original account owner and when that person died, different withdrawal rules…

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

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.