Financial Planning
Managing Finances as a Team
Watch above as Brian Cochran sits down with JMA’s own Joe Limke and his wife Pam to discuss the opportunities and challenges facing couples as they embark on a shared financial journey. Drawing on decades of financial expertise and personal experience, Joe and Pam touch on big topics like goal setting, making big decisions as…
Avoiding the Extremes
For many, this has been a year of mounting uncertainty and anxiety. With a presidential election in a few months, conflicts in Ukraine and Gaza, and major social issues on the ballot-among many other factors-it’s understandable to feel uneasy about the future. But it’s best not to let those fears guide our decision-making. After all,…
Money 101: How Do Credit Cards Work?
For young people beginning their financial journey, few topics hold as much mystique and stigma as credit cards. We’ve seen people at both unhealthy ends of a spectrum: those who accrue consumer debt, and those who avoid credit cards altogether. The truth is that credit cards are neither good nor bad. They are merely tools…
Arizona Tax Credits Offer Tax Savings: 2023 Update
A new year, another chance to trim your tax liability. In 2022, we wrote about Arizona’s unique tax credits and the tax savings they can provide. This program is still in place! We wanted to remind you of what these credits are, how they work, and what the updated figures are for the 2023 tax…
Do I Need a Financial Advisor?
The financial world is filled with decisions. You might find yourself facing an overwhelming number of options with no clear “right” choice. For example, you might be asking yourself: How much house can I actually afford? How much money should I be setting aside in savings each month? Is there some way I could save…