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Developing (and Sticking to) a Realistic Monthly Budget

Do you have trouble keeping track of your monthly spending? You’re not alone. In fact, two-thirds of Americans don’t know how much they really spent last month.1 And while developing a personalized budget is important, having the self-discipline to stick to the plan is crucial to achieving long-term savings success. Fortunately, there are plenty of…

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Should You Bank on an Athletic Scholarship?

Many young athletes dream of one day playing their sport at the college level. However, it is very difficult to make an NCAA team, and winning a full athletic scholarship proves to be even harder. Using lacrosse as a representative example, only about 12% of athletes playing at the high school level continued to play…

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Generations

What to Consider When Funding a Grandchild’s 529 Plan

More grandparents are stepping up to help with their grandchildren’s college tuition. In fact, an AARP survey found that 20% of grandparents had given money to help their grandchildren pay for college.* In addition to helping your grandchildren pay for college, 529 plans can reduce your taxable estate and may provide a deduction for state…

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A Tax-Smart Checklist—No Matter Your Age

With everything going on in our lives, everyone can always use a helpful checklist to make sure they remember to keep things moving, accomplish what they plan to accomplish, and not put important decisions on the back burner. This is especially true when it comes to being tax-smart about your investments. It’s probably the last…

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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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