Understanding Today’s Financial Environment
Welcome, I’m James Jett, a financial consultant in Evansville, Indiana. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (812) 473-4005.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Probate can be a completely public process, or it can be managed to include as little information as possible.
A change in your mindset during retirement may drive changes to your portfolio.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Here are five facts about Social Security that are important to keep in mind.
Here are six flags that may make your tax return prime for an IRS audit.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
Even low inflation rates can pose a threat to investment returns.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Why are 401(k) plans, annuities, and IRAs so popular?