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JML Financial Group - Cherry Hill, NJ

 
How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

Retirement Income & Cash Flow Planning Video

We guide our clients how to get down the mountain, using tax efficient and proven strategy's for a more secure retirement.

Guidance

We strive to help you create a detailed road map that can lead you to precisely where you want to go through all stages of your life.

Our Professionals

We believe a team approach can be an effective method to help clients maneuver through a complex financial-services world.

Helpful Content

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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