Jordan Wealth Management

05/18/2026

Financial planning often gets delayed not because people don’t care — but because it feels overwhelming.

Over time, accounts accumulate, paperwork piles up, priorities shift, and it becomes harder to know where to begin.

A good planning process isn’t about perfection. It’s about creating clarity and helping people feel more confident moving forward.

Sometimes the biggest relief comes simply from getting organized again.

04/27/2026

04/03/2026

Reminders during this rainy week here! It's all a part of the process. ☔

04/01/2026

Spring isn't just for deep cleaning your home. It's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—I'm happy to help.



🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

03/30/2026

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.



Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025

03/24/2026

A question we hear all the time:
"Am I doing okay financially?"

What most people are really asking is:
"Am I on track for the life I want?"

And that's something that a bank balance alone can answer. If you've traditionally been focused on simply accumulating as much as you can you're missing the one thing that provides clarity - a plan.

A plan focuses on goals first and uses the numbers to show you how to make it work.

03/17/2026

One of the biggest misconceptions we see is that financial planning = investing.

Investing is just one piece of the puzzle.

A financial plan includes reviewing:
👉Goals
👉Cash Flow
👉Risk
👉Tax Implications

and how all of these tools and objectives are connected.

Investing without a plan can feel productive but often lacks direction.

The goal of investing should not be just to grow your money, it should be to make sure your money is working toward something meaningful.

literacy

02/26/2026

Very few people were taught personal finance in school.

If you're figuring it out as an adult, you're not behind. You're not late.

You're learning.

02/26/2026

🤗

Thank you to Jordan Wealth Management on Genesee Street.

They have gifted our entire Class of 2026 these amazing personal finance books!

02/18/2026