Here at JEB & Co, we offer several services and products to help you get your finances in order.
Click HereOnly 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Use this calculator to determine whether you qualify for the different types of IRAs.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Determine whether you should consider refinancing your mortgage.
Estimate the future value of your current savings.