JRM Tax & Wealth Management, LLC

10/16/2026

IRS Migration Data show that taxpayers are moving from higher-tax states to lower-tax states.

10/15/2026

How much you can afford depends on how large your mortgage would be and the size of your down payment.

10/14/2026

Learn how simple interest and compound interest are calculated and why it matters.

10/13/2026

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

10/12/2026

There are several mortgage options that are best for first-time homebuyers.

10/11/2026

Whether you must file a federal income tax return generally depends on the amount of your gross income.

10/10/2026

Tax reference numbers at a glance.

10/09/2026

A post-sale consulting contract is an agreement made between you and a buyer that retains your services in the company for a mutually agreed-upon period after the sale. Business consultants urge buyers to prevent owners from walking away without any responsibility to them or the business. The number...

10/07/2026

Six Estate Planning Assumptions Worth a Second Look

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

10/07/2026

What is blockchain, and why does it matter?