Everyone has a special vision as to what their financial future may hold. This vision may differ from person to person, but the essential building blocks of each vision are the same: An Income you cannot outlive, The Ability to Live out your Dreams, Protection strategies for your Life Savings and A Plan to Direct your Wealth. Our team at Jordan and Associates have been providing financial navigation to individuals and businesses for over twenty years, aligning wealth, goals and values.
We are not merely investing for a return, but directing wealth for a purpose.
This is not intended as specific investment advice. Neither the named representative nor the named broker-dealer gives tax or legal advice. Please consult your financial advisor for further information. Eugene Jordan is a registered representative of and offers securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC. Cetera is under separate ownership from any other named entity. Branch office address: 3635 Genesee Street, Buffalo, NY 14225. This is not intended as specific investment advice. Neither the named representative nor the named broker-dealer gives tax or legal advice. Please consult your financial advisor for further information.
Immediate vs. Deferred Annuities
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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Understanding how a stock works is key to understanding your investments.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
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Do you know these three personal finance sayings?