Statements | Client Login

Will Trump Force You To Rewrite Your Will and Trust?

January 2, 2017

Will the Trump tax plan eliminate the estate tax? Yes, the Trump tax plan would eliminate the gift tax, estate tax and generation-skipping transfer tax, and replace those transfer taxes with a capital gain tax on appreciated assets inherited from... View Article

New Year. New Financial You!

December 27, 2016

No matter how old you are, it is important that you understand how to manage your finances and help grow your wealth. If you haven’t officially retired and think that you want to stop working in the near future, it is... View Article

One Month From Today: Trump Takes Office

December 20, 2016

Since he has no political track record, President-elect Donald Trump is causing uncertainty in financial markets, therefore, many investors have adopted a wait-and-see attitude while they speculate on how his policies will impact the stock market, housing costs and the... View Article

Eric Lahaie in CNN Money

December 14, 2016

By Eric Lahaie, JEHM Wealth & Retirement During the early years of investing, the focus is primarily on achieving the highest rate of return with little regard for safety of principal or liquidity. Most of us started investing through a... View Article

Social Security Cost Of Living Adjustment 2017

December 13, 2016

Social Security Cost Of Living Adjustment (COLA) JEHM Wealth & Retirement knew the news was going to be disappointing. In October it became official: Social Security recipients will be getting a raise of only 0.3% next year. On a $1,200... View Article

Back To Top