Do You Need Life Insurance in Retirement?

Life Insurance in Retirement?

In a recent Gallup survey, 64% of Americans said that they worry about having enough money for a comfortable retirement, and this fear has many re-examining their budgets to find additional ways to save for their golden years. But maybe you are part of the group that feels pretty good about their retirement planning. Even still, [...]

Curtis Hearn’s Ten-Year Anniversary with JPH (And a Surprise Announcement!)

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This month marks my tenth year of employment with JPH Advisory Group, which I think is cause for some celebration! But first, a little reflection… If I’m completely honest, when I first stepped into the financial industry about 14 years ago, I did so with a great deal of trepidation. Deep down, I felt a [...]

A 30-Day Financial Detox — How I Got Back on Track Financially by Re-Evaluating Everything

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“If I can live for a dollar a day — at least from a food cost standpoint — it’s pretty easy to earn $30 dollars in a month, so I’ll probably be ok.” –Elon Musk Long before Elon Musk became a billionaire, he was a college grad with big dreams, just trying to find a [...]

Jon Houk and Team named Five Star Wealth Manager for Fifth Straight Year

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We are proud to announce that Jon Houk, CFP and the team at JPH Advisory Group, Inc. have been named as a Five Star Wealth Manager for the fifth straight year! Because of this, the firm has been featured in Atlanta Magazine in the October issue, and also in the November 28th issue of the Wall Street [...]

Tis the Season to Make Smart Year-End Tax Moves

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As wealth managers, we spend a lot of time helping clients keep more of what they earn, whether that be from their paycheck, a small (or not-so-small) business, or their investments. In the end, the important thing is that their net worth goes up, because that’s what is going to determine how much income their [...]

Money, Thanksgiving, & Happiness — Five Quotes to Start Your Holiday Week

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Thanksgiving week has arrived, and while we all have jam-packed to-do lists full of shopping to do, traveling plans to make, and goodies to bake, let’s all take a few minutes to reflect on all the blessings we share. To get your reflective mood kick-started, here are five poignant quotes from those who said it [...]

Medicare Open Enrollment Webinar – Listen to a Complete Replay

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As our clients and friends probably already know, we recently held a Medicare Open Enrollment webinar to help clients better understand how to navigate the “Medicare maze” of choices during this important time. While we had a tremendous turnout and response to the event, we understand that not everyone was able to make it on [...]

Medicare Open Enrollment — Avoid the Pitfalls, Take the Opportunities

Medicare Open Enrollment

If you’re like most people, the information you receive about Medicare through the mail, from insurance agents, or talking with friends, family, and co-workers, is confusing! And the abundance of conflicting information can leave you anxious, worrying that you’ll do the wrong thing like missing a key enrollment period or incurring hefty penalties. Do Any [...]

Five Things the Wealthy Can Teach about Money

"Man Counting Money"

In 1998, Dr Thomas J. Stanley of Georgia State University, published his best-selling book “The Millionaire Next Door,” in which he reveals two decades of research into the character traits of America’s wealthy. Many were quite surprised by his findings at the time, especially when compared with go-go stock market attitude and eternal optimism of [...]

Our Take on Brexit and the Markets

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We were as surprised as anyone with the results of the Brexit vote. In a historic decision, last Thursday the British people voted to break away from the European Union. Needless to say, this was a huge surprise to the market, the media, and the political class. (As an aside, I think that just goes [...]