How to Keep from Failing at Retirement
We are eight years into a strong bull market in stocks, with rising employment and the highest consumer confidence readings we’ve seen in a long time. On top of that, we also are in the middle of a...
View ArticleWhat’s the Best Age to Begin Social Security Benefits?
We often hear the question, “What is the best age to begin Social Security benefits?” And while it may sound confusing, our answer is always: “Well, it depends.” There are a number of factors that...
View ArticleSecond Quarter 2017 Investment Commentary
Second Quarter 2017 Key Takeaways The second quarter proved to be another very strong period for global stock markets. Larger-cap U.S. stocks gained 3.1%, developed international stocks rose 6.4% and...
View ArticlePay Raises for Low-Income Earners Shows Strength in US Economy
We are now almost a decade into a recovery from the worst US recession in generations, and investors everywhere continue to wonder when “the other shoe is going to drop.” That feeling is understandable...
View Article2017 JPH FuturePlanner Scholarship Finalist: Jennifer Lehman, Texas Tech...
Editor’s note: The following is a submission to the JPH FuturePlanner Scholarship, which is awarded to a deserving student in a financial planning-related graduate or undergraduate program nationwide....
View Article2017 JPH FuturePlanner Scholarship Finalist: Tyler Floyd, Texas Tech University
Editor’s note: The following is a submission to the JPH FuturePlanner Scholarship, which is awarded to a deserving student in a financial planning-related graduate or undergraduate program nationwide....
View Article2017 JPH FuturePlanner Scholarship Finalist: Galen Bearden, Texas Tech...
Editor’s note: The following is a submission to the JPH FuturePlanner Scholarship, which is awarded to a deserving student in a financial planning-related graduate or undergraduate program nationwide....
View ArticleAnnouncing the Finalists of the 2017 JPH FuturePlanner Scholarship!
At JPH Advisory Group, we believe that professional financial planning, when done right, is a force for good in the world. That’s why we are proud to offer, for the very first time, the JPH...
View ArticleCongratulations to Tyler Floyd of Texas Tech University for Winning the 2017...
JPH Advisory Group is excited to announce the very first winner of the JPH FuturePlanner Scholarship program. The FuturePlanner scholarship is an annual award to a deserving undergraduate or graduate...
View ArticleTop Ten Long-Term Care Myths for Georgia Seniors
Note: Special thanks to Daniel D. Munster, a Georgia top-rated elder law attorney, for a recent presentation in our offices on this subject, as well as much of the background information for this post....
View ArticleEquifax Data Breach: What You Should Know
By now you’ve probably seen the news regarding the data breach of Equifax (one of the three major credit bureaus), so I won’t belabor the details. Suffice it to say that since 143 million Americans are...
View ArticleThe Great Tax Escape: Using After-Tax 401k Contributions to Fund a Roth IRA
Most employees who utilize a 401(k) plan to stash part of their salary away for the future are probably aware that there are limits on how much they can contribute. In 2017, that limit is $18,000 for...
View ArticleThird Quarter 2017 Investment Commentary
Key Takeaways from the Third Quarter of 2017 Despite its reputation as the worst seasonal period for stocks, global stock markets rallied again in the third quarter. Emerging-market stocks were...
View ArticleClik here to view.
Do You Have a Super(k)? Best 401(k) Plan Features That No One Knows About
Did you know that the modern day 401(k) plan was not invented by Congress, or even any politician at all? In fact, the 401(k) didn’t even exist before about 1980, and it wasn’t some grand government...
View ArticleClik here to view.
Seven FAQs About the Tax Cuts and Jobs Act of 2017
A complete overhaul of the U.S. tax system only happens once in a decade or more, with the last such transformation occurring under President Bush in 2003. Before that, you have to go back all the way...
View ArticleClik here to view.
Fourth Quarter 2017 Investment Commentary
Year-End 2017 Key Takeaways The fourth quarter capped a stellar year for U.S. stocks. Larger-cap U.S. stocks gained 6.6% for the quarter and ended the year with over of 20% total return. This was the...
View ArticleClik here to view.
Can You Write-Off Mortgage Interest on Your Taxes in 2018?
About two-thirds of American homeowners have some sort of debt on their homes, usually in the form of a mortgage or home equity loan, and it’s no wonder. As the Federal Reserve has pumped trillions...
View ArticleAnother Day of Wild Market Swings: Should You Be Worried?
The Dow Industrial Average dropped another 1,000 points on Thursday, after a week of sharp dips and brief, sporadic rebounds. It’s the first pangs of market volatility we’ve seen in quite a while,...
View ArticleClik here to view.
Is Bitcoin Safe to Invest In?
The currency isn’t going to work. You can’t have a business where people can invent a currency out of thin air and think that people who are buying it are really smart. –Jamie Dimon, CEO of JP Morgan,...
View ArticleClik here to view.
Medicare Insurance Premiums Going Up for High Income Households in 2018 and 2019
Tax planning is an ever-important, but often neglected, part of financial health. Over the years, taking advantage of seemingly small tax deductions can add up to a tremendous amount of wealth, due to...
View Article
