JP Financial Group

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Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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(704) 543-6269Call Visit WebsiteVisit Website Map & DirectionsDirections6000 Fairview RdCharlotte, NC 28210 Write a ReviewWrite Review

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Phone: (704) 552-4032

Phone: (704) 552-3588

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http://www.jpfinancialgroupllc.com

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Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Life Insurance, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (704) 543-6269

Address: 6000 Fairview Rd, Charlotte, NC 28210

Website: http://www.jpfinancialgroupllc.com

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JP Financial Group

Tax Planning
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
Tax Services
Next, gathering and organizing your financial documents is essential in preparing for tax season. W-2s, 1099s, receipts for deductible expenses, records of charitable donations, mortgage statements, and education-related paperwork are examples of the documents you might need. Maintaining a dedicated folder for these documentsâ€”both digitally and physicallyâ€”may greatly simplify your tax preparation when the tax season arrives.
Roth IRA
In this article, we explore why a Roth IRA is one of the greatest money making assets for working teens. When working teens invest early in a Roth IRA, they can contribute to a strategy that could accumulate millions later in retirement. Working teens can contribute to a Roth IRA when a parent or grandparent opens the account. A Roth IRA can be opened at any age if a child has income. For example, if your five-year-old child was a model for a local store and received a paycheck in their name, the amount received can be contributed to a Roth IRA.
Tax Deductions
One of the most crucial steps in getting organized for tax season is reviewing and understanding the current tax rules. Tax laws and regulations often change yearly, so keeping up to date with these changes can help you understand your potential tax deductions, exemptions, and obligations. Learning about the correct tax forms required for your filings can also help you streamline your tax preparation process and avoid errors.
Income Tax
If you worked or were self-employed and had earned income under $63,698, you could receive theÂ Earned Income Tax Credit (EITC) by filing a tax return. For 2023, the credit ranges from $600 to $7,430, depending on how many kids you have and your marital status. If you are eligible for this credit, the maximum amount you could receive is...

Investment Management
Capitalizing on savings and investments is another crucial part of financial spring cleaning. Check if you are saving enough and whether your investments align with your risk tolerance, timeline, and goals. Diversify your investments to manage risks and optimize returns. Consider consulting a financial professional to ensure adequate investment planning.
Mutual Funds
Investments are a great way to grow your wealth over time. Couples should consider investing in various investment strategies such as stocks, real estate, mutual funds, or bonds based on risk tolerance, timeline, and financial goals. Intesting is a great tool for those who seek to build a financial future. Threfore, getting professional advice to understand the implications of investing can help couples make comprehensive investment choices for their situation.
Wealth Management
Joyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, she brings a wealth of knowledge and expertise to her clients.

Financial Planning
As your Instructor, I’m devoted to helping improve the financial literacy of adults 50 and over who are concerned about their retirement savings and how to ensure a safe, secure future. Our approach to financial planning differs markedly from the typical Wall Street approach because it considers all available options rather than just the narrow band that is traditionally touted by Wall Street and its representatives. Since circumstances vary by individual, one size does not fit everyoneâ€™s investment needs. Therefore, students are taught how to construct a financial plan for investing that fits their exact needs yet can be altered without pain should changing conditions warrant.
Retirement Planning
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Annuities
There may be suitable strategies in addition to an employer’s retirement plan, which are pre-tax and after-tax advantaged. It’s essential to work with a financial professional to determine other appropriate strategies for your situation, such as annuities, to help offset market risk during retirement.
Long Term Care
Self-love also means protecting your assets against risks. Protection must involve purchasing suitable insurance coverage to shield against unforeseen events or circumstances that could derail your financial wellness. Insurance to protect your assets may include life insurance, home and auto insurance, disability insurance, long-term care (LTC) insurance, and others.
Asset Management
The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions. It is not designed to give specific solutions to individual needs.

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