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.
How Income Taxes Work
A quick look at how federal income taxes work.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Apps that help small business owners better manage and grow their business.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A collection of tips from professional travelers.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
It's easy to let investments accumulate like old receipts in a junk drawer.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What is your plan for health care during retirement?
Make your retirement as exciting as your next vacation.