JRM Tax & Wealth Management, LLC

JRM Tax & Wealth Management, LLC Fee-Only financial planning, investment management, and tax advisory held to the highest standard.

The New Face of Fraud: How AI Is Changing the Scam Game
05/30/2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable,...

Financial Spring Cleaning: 8 Ways To Refresh Your Finances
05/21/2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year.1 While most focus on the physical space, spring is also a great time to...

5 Time-Tested Investment Strategies to Match Your Financial Mindset
05/02/2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

What makes one investor stick with their strategy through market swings while another panics and pulls out?Often, it comes down to mindset.Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it...

5 Smart Ways to Use Your Tax Refund in 2025
04/18/2025

5 Smart Ways to Use Your Tax Refund in 2025

Tax season might not spark joy, but a refund sure can.In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same question: What should I do with it?Splurge? Save? Invest?The good news: there’s no one-size-fits-all answe...

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns
04/02/2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

What do you do when faced with a complex financial challenge?Do you seek an immediate solution, or do you take the time to fully understand the issue before acting?The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to....

5 Tax-Saving Strategies to Keep More of Your Money
03/21/2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket.Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter finan...

How to Dive into Business Succession Planning: 10 Key Questions
03/05/2025

How to Dive into Business Succession Planning: 10 Key Questions

What will happen to your business when it’s time for you to take a step back?That can be a tough question that many business owners eventually have to face.Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do ...

How to Stay Invested in Volatile Markets Without Losing Sleep
02/20/2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive.But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has his...

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices
02/05/2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

What financial habits have helped you most in life?Which ones have held you back?No matter how you answer those questions, your money habits have a lot to do with how you grew up.1They also can be shaped by when you grew up.That’s because each generation can have a distinct perspective and differe...

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals
01/20/2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

What does it take to minimize your tax bill, not just this year but in the years to come?The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone.However, nearly all high-net-worth individuals (HNWIs) share...

Planning for the Future: Essential Steps to Secure Your Retirement
01/03/2025

Planning for the Future: Essential Steps to Secure Your Retirement

Is your retirement savings on track?If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.1, 2Many people today believe they’ll need at least $1.5 million saved to retire comfortably.3 But is that number right for you? The...

How Hindsight Bias Hurts Investors
12/20/2024

How Hindsight Bias Hurts Investors

How many of your financial choices are based purely on logic?It could be fewer than you think.That’s because most of us make money decisions with our emotions in play.1With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray.Her...

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