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DMJ WEALTH ADVISORS, LLC
Managing your investments to align with your goals
We provide holistic financial planning and investment guidance for successful businesses and families.
Over the years, we have found that many of our clients face the common challenge of managing their assets to meet multiple and often competing financial objectives: saving for retirement while funding a current lifestyle, reducing/managing current debt while saving for a child's education, and financially helping/supporting family.
Before working with us many of our clients engaged a broker to select investments and Financial Vehicles - often without a disciplined process or the ability to align the investments to each specific goal or need.
Our goal is to work with each client to create a customized financial plan and investment strategies to efficiently and effectively meet their Life Objectives. We believe our Five-Step Process ensures that each clients' Financial Plan is based on their unique life situations and goals. Plans are accessible to our clients through a personal, online portal 24-7 which is updated daily so they can track account values and their progress toward their goals on a regular basis.
We hope you find the content on this web site informative and educational as you work to align your wealth to your life.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Tips to avoid checking in luggage on your next vacation.
The true cost of raising a child may be far more than you expect.
Understanding how a stock works is key to understanding your investments.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors seeking world investments can choose between global and international funds. What's the difference?
The decision whether to buy or rent a home may have long-term implications.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.