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275 Grove Street, Suite 2-400. Newton, MA 02466. Links to Selected Financial FIrms. Providing Active Management for Your Financial Life. Committed to Guiding Clients Toward Financial Independence. What Our Independence Means to You. Providing Active Management for Your Financial Life. You actively manage your family and career. We believe that same level of attention should be paid. To actively managing your wealth. A Look at Diversification. It Was the Best of Times, It Was the Worst of Times. Federal e...

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275 Grove Street, Suite 2-400. Newton, MA 02466. Links to Selected Financial FIrms. Providing Active Management for Your Financial Life. Committed to Guiding Clients Toward Financial Independence. What Our Independence Means to You. Providing Active Management for Your Financial Life. You actively manage your family and career. We believe that same level of attention should be paid. To actively managing your wealth. A Look at Diversification. It Was the Best of Times, It Was the Worst of Times. Federal e...

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Home | JDM Wealth Management, LLC | jdmwealth.com Reviews

https://jdmwealth.com

275 Grove Street, Suite 2-400. Newton, MA 02466. Links to Selected Financial FIrms. Providing Active Management for Your Financial Life. Committed to Guiding Clients Toward Financial Independence. What Our Independence Means to You. Providing Active Management for Your Financial Life. You actively manage your family and career. We believe that same level of attention should be paid. To actively managing your wealth. A Look at Diversification. It Was the Best of Times, It Was the Worst of Times. Federal e...

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jdmwealth.com

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Resource Center | JDM Wealth Management

http://www.jdmwealth.com/resource-center

275 Grove St., Suite 2-400. Newton, MA 02466. Links to Selected Financial FIrms. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. Understanding tax strategies can potentially help you better manage your overall tax situation.

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Is a SEP-IRA Right for Your Business? | JDM Wealth Management

http://www.jdmwealth.com/resource-center/retirement/is-a-sep-ira-right-for-your-business

275 Grove St., Suite 2-400. Newton, MA 02466. Links to Selected Financial FIrms. Is a SEP-IRA Right for Your Business? If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement plan for your business can become a casualty. The idea of establishing a plan could evoke worries about complicated reporting and administration. There are no plan filings with the IRS, making administration simple and low cost. You...

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275 Grove St., Suite 2-400. Newton, MA 02466. Links to Selected Financial FIrms. CFP Board of Standards. Http:/ www.cfp.net/. The Financial Planning Association (FPA) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. Http:/ www.fpanet.org/. Financial Industry Regulatory Authority (FINRA). Http:/ www.finra.org. Check the background of your financial professional on FINRA's BrokerCheck.

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When Does Your Personal Car Become a Commercial Vehicle? | JDM Wealth Management

http://www.jdmwealth.com/resource-center/insurance/when-does-your-personal-car-become-a-commercial-vehicle

275 Grove St., Suite 2-400. Newton, MA 02466. Links to Selected Financial FIrms. When Does Your Personal Car Become a Commercial Vehicle? For small business owners, the line between the personal and their business can be a bit hazy at times. Yet, when it comes to a vehicle that may be used for personal and business-related reasons, it’s important to know how your auto insurer is expected to define what constitutes commercial use. Your auto may be defined as a commercial vehicle if you use your vehicle to:.

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How Does Your Credit Score Compare? | JDM Wealth Management

http://www.jdmwealth.com/resource-center/money/how-does-your-credit-score-compare

275 Grove St., Suite 2-400. Newton, MA 02466. Links to Selected Financial FIrms. How Does Your Credit Score Compare? Get Over It. A bad credit score doesn’t last forever. Since your credit score is a "snapshot" of your risk at a particular point in time, it changes as new information is added to your bank and credit bureau files. Scores change gradually as you change the way you handle credit. The illustration below shows cities with the best and worst credit score. Keeping Up with the Joneses.

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Home | JDM Wealth Management, LLC

275 Grove Street, Suite 2-400. Newton, MA 02466. Links to Selected Financial FIrms. Providing Active Management for Your Financial Life. Committed to Guiding Clients Toward Financial Independence. What Our Independence Means to You. Providing Active Management for Your Financial Life. You actively manage your family and career. We believe that same level of attention should be paid. To actively managing your wealth. A Look at Diversification. It Was the Best of Times, It Was the Worst of Times. Federal e...

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