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At JM Financial, we believe professional financial advice should be available to everyone.

How to Keep Your Estate Plan From Tearing Your Family Apart 11/02/2026

How to Keep Your Estate Plan From Tearing Your Family Apart It’s often the stuff you haven’t even thought of that can create the biggest divisions for your family after you're gone.

The IRS Doesn’t Care Where You Live. A U.S. Tax Guide for Americans Abroad 10/31/2026

The IRS Doesn’t Care Where You Live. A U.S. Tax Guide for Americans Abroad Moving abroad changes your finances, but it doesn't change your U.S. tax obligations.

How to Get All the Tax Benefits From Your Health-Savings Account 10/29/2026

How to Get All the Tax Benefits From Your Health-Savings Account An HSA can cushion the blow of medical expenses, but it’s also a tax-favored investment vehicle

2 retirement mistakes many people make, according to one investment strategist 10/26/2026

2 retirement mistakes many people make, according to one investment strategist Many Americans have no idea they're making two big mistakes with their retirement savings, one investment strategist says.

‘Superagers’ Are Living—and Thriving—Long Past 80. Could I Be One of Them? 10/24/2026

‘Superagers’ Are Living—and Thriving—Long Past 80. Could I Be One of Them? Wall Street Journal columnist Jamie Waters took part in a longevity fitness challenge to find out how well he’s aging and learn how people are turning back the clock.

How To Find The Best Retirement Place To Follow Your Passions 10/22/2026

How To Find The Best Retirement Place To Follow Your Passions Forbes reviewed nearly 1,000 sites to come up with the top 25 for pursuits ranging from the arts and fine dining to golf. Here’s how to find your own top spot.

How to Find More Time for Your Friends 10/19/2026

How to Find More Time for Your Friends Use your calendar to balance friendships and other priorities.

Inheritances Can Shatter Families. Could a Therapist Help? 10/17/2026

Inheritances Can Shatter Families. Could a Therapist Help? As the United States faces the greatest wealth transfer in history, some people are turning to therapists to help them pass on their assets in a way that preserves harmony.

We’re All AI Investors Now 10/15/2026

We’re All AI Investors Now Like it or not, we are all betting on AI taking over the economy.

‘If you can’t hold it, you don’t own it’: why media fans want to escape algorithms with CDs, DVDs and vinyl 10/12/2026

‘If you can’t hold it, you don’t own it’: why media fans want to escape algorithms with CDs, DVDs and vinyl People describe their return to physical media – whether to protect data, support artists, or retain control of one’s choices.

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