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financial-checklist

Financial Checklist

The beginning of the year is a good time to make sure you are on your way to meeting your financial goals. Take these smart financial steps in early 2024 to continue on the path to a more secure financial future: Review how much you saved and invested in 2023. Did you make progress toward…

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How to Navigate the Medicare Maze

Planning for retirement can be an exciting time that comes with many important decisions: How are you going to spend your free time, where do you plan to live and what’s your retirement savings withdrawal strategy to fund your new activities? As we approach retirement, one of the most significant pieces of the retirement puzzle…

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Equities Continue to Climb in January

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

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Webinar: Medicare – What to Know and Do Before You Enroll

Expecting to turn 64 or 65 in 2024 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…

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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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