Listen to a quick, 3-minute summary featuring the market and economic news for the month of July. Katharine E.W. Dudley, AIF®
You’ve spent many years saving for your retirement. When it’s time to start withdrawing from these investment assets, do you have a tax-smart strategy? After decades of working, many look forward to their retirement years and their newfound flexibility. Yet transitioning from receiving a paycheck to relying on retirement savings can be challenging. Having a…
Read our quarterly newsletter for the latest on the market as well as everyday tips on investing and saving for retirement to make smarter financial decisions.
When preparing for retirement, most individuals plan to save enough money to cover routine living expenses. However, it’s also important to factor in unexpected or less obvious expenses. Here are a Few Commonly Overlooked Expenses to Consider: Increased Leisure Activities – The first year of retirement can be exciting. Your time is yours—you can now…
Need assistance? Call 855.662.2121 or email info@jemmafinancial.com
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.