Expecting to turn 64 or 65 in 2026 or know a family member or friend who is? Watch the 20-minute discussion between Jemma Financial’s Katharine Dudley and Randy Hart, CEBS, President of Hart Benefits Consulting. Randy has over 35 years of employee benefits experience including Medicare navigation. Our Webinar covers: The “ABC+Ds” of Medicare Supplemental…
Although tax day comes around once a year, don’t let a deadline catch you unaware. There are a number of ways throughout the year that you can reduce your tax burden while pursuing long-term financial goals like retirement, a college education for your child or investing for current income. Be Tax-Smart When Saving for Retirement…
Do you think you’re ready to purchase your first home? Congratulations! Buying a home is one of the biggest financial decisions you can make and it’s a process that can make you feel very insecure. Am I making the best choices? Have I researched all of my options? Navigating the complex real estate market can…
Did you know that only one-third of small employers offer a retirement plan?1 With nearly half of Americans working for small businesses2, many individuals could be unprepared to retire. If your employer doesn’t offer a 401(k) or 403(b) plan, there are other ways to build your retirement savings: Traditional or Roth Individual Retirement Account (IRA)….
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IMPORTANT NOTICE
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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