FOR MARKET UPDATES AND NEWS, CLICK HERE
RISKALYZE- PORTFOLIO RISK ANALYSIS CLICK HERE
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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How Income Taxes Work
A quick look at how federal income taxes work.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The federal government requires deceased individuals to file a final income tax return.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Probate can be a completely public process, or it can be managed to include as little information as possible.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How do the markets usually react to elections? Was the 2016 election any different?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are a few things to consider when buying or leasing your next vehicle.
It's easy to let investments accumulate like old receipts in a junk drawer.