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Thursday, June 4, 2026

How to Choose a Financial Advisor You've decided you want help with your finances. Good. That's honestly one of the best decisions you can make. But now comes the part nobody talks about: how do you actually find the right person? The...

Sunday, May 31, 2026

From emergency funds to investment returns, a certified financial planner breaks down what everyone wants to know By Stephen Jones · Jones Financial Partners · 8 min read Money is one of those topics that sits right next to family and...

Sunday, May 17, 2026

The Roth IRA: The Retirement Account That Lets Your Money Grow 100% Tax-Free Why this 1997 rule change might be the single best savings decision you ever make By Stephen Jones · Jones Financial Partners · 5 min read What if you could...

Friday, May 1, 2026

What Is Your Freedom Number — And Do You Know Yours? Most people plan for retirement. Fewer plan for freedom. Retirement is a date on a calendar. Freedom is something different — it's the moment when work becomes optional. When you...

Tuesday, January 17, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

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Thursday, May 19, 2022

Monday, March 22, 2021

9 Investment Pitfalls: In our last video we covered the 8 retirement mistakes I see people making, you may check out that video by clicking the link here: https://youtu.be/rqUaV_QO0fg In this video, I want to take it one step further...

Thursday, February 25, 2021

5 Mistakes Small Business Owners Make... and How to Avoid Them As a business owner, you face unique challenges and opportunities when building a financial future. This special report provides insights on mistakes to avoid and steps to take

Monday, February 15, 2021

To continue our series on IRAs we will be discussing the in and outs of the Roth IRA. Roth’s first came on the scene in 1997 and were named after Senator William Roth. Roth IRAs are another significant savings vehicle for those...

Friday, February 12, 2021

Hello everyone, today we're going to talk about coffee and how you can use it to save for retirement. Well, not coffee by itself. But how much you spend on coffee can definitely determine how much you're going to have in retirement....

Monday, December 28, 2020

Good Morning! Today we are going to talk about the Traditional IRA and how you can use it to save for retirement! A Traditional IRA is a significant savings vehicle for those looking to save additional monies or for those not covered...

Tuesday, December 22, 2020

Next Round of Stimulus Checks... and how to spend them. As we await the next round of stimulus checks, this is a good time to weigh your options. The payments are expected to be around $600 per individual, which is down from the $1,200...

Thursday, May 28, 2020

A brief history 529 plans were created by Congress in 1996 and have been modified through the years by various pieces of legislation. Known officially as "qualified tuition programs" or QTPs, 529 plans are so named because they are...

Monday, March 23, 2020

We are living in unprecedented times; even skilled investors have fallen into their emotions. You would not be human if you did not experience just a little bit of fear during these times. The best thing you can do at this time is not...

Tuesday, January 28, 2020

By Stephen Jones Last week a client brought me a book by David Bach titled "The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich." In his book, Dave refers to what he calls "The Latte Theory." He describes a...

Wednesday, January 1, 2020

If you chose to make some New Year’s resolutions, you have plenty of options. You could strive to study more, or strive to eat healthier and exercise more. You could decide to shoot 100 free throws a day. Or you could strive to...

Thursday, December 26, 2019

SECURE ACT: A Retirement Act. The Setting Every Community Up for Retirement Enhancement Act passed. Most of the provisions will go in to effect in 2020. Here's an overview of what you need to know. The SECURE Act...

Thursday, May 23, 2019

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge....

Wednesday, April 24, 2019

At some point in your life, you'll probably be faced with the question of whether you need life insurance. Life insurance is a way to protect your loved ones financially after you die and your income stops. The answer to whether you...

Friday, April 12, 2019

If you have a lot of debt, you're not alone. Today, more and more Americans are burdened with credit card and loan payments. So whether you are trying to improve your money management, having difficulty making ends meet, want to lower...