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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Bonds may outperform stocks one year only to have stocks rebound the next.
Do your insurance needs stay the same when the nest empties?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Here are five facts about Social Security that are important to keep in mind.
When to start? Should I continue to work? How can I maximize my benefit?
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
All about how missing the best market days (or the worst!) might affect your portfolio.
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.
That big list of dreams and goals isn't the only way to look at your bucket list.