If you are meeting with a potential financial adviser for the first time, your goal should be information gathering. After all, you are working to grow your assets, achieve financial security and develop a working relationship with the professional who will help you manage your finances. Here are six questions you should ask:

If you are already a JCN client, you know that our not-so-hidden agenda is to help you have a better life. That means we are not merely helping you achieve

Now that the stimulus package has been passed by the Senate, it is important for you to know about a few legislative moves that may directly affect you:

Included in the current stimulus package is a relief effort for those withdrawing money from their 401K plans. Under the new legislation, the maximum withdrawal amount has not increased to $100,000. It also waives the 10 percent penalty for early withdrawals. The no-penalty allowance applies to “coronavirus-related distributions” for people who are diagnosed with COVID-19 or have experienced financial hardship from quarantine, layoffs, reduced hours, or furlough between now and December 31, 2020. Distributions will still be included in gross income and subject to regular income tax but can be spread out and taken over three years.

STRENGTH SCIENCE STUDIOS may be temporarily closed but we want you to stay strong and fit while you are home. We will be posting videos over the coming days with exercises you can do in the comfort of your own home until it is safe for us to welcome you back to the Studio.

When giving to charitable organizations, some people elect to support through cash donations. Others, however, understand that supporting an organization may generate tax benefits. They may opt to follow techniques that can maximize both the gift and the potential tax benefit. Here’s a quick review of a few charitable choices:

In our ongoing effort to keep you informed and up to date, here is the latest in John’s video series. Right now in this bear market, there are a number

Here at JCN Financial and Tax Advisory Group we are constantly monitoring the financial markets. Our goal is to keep you informed and educated about how your money is working