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3635 Genesee Street
Buffalo, NY 14225

Jordan Wealth Management

(716) 565-1965

 

Blog

Monday, July 6, 2020

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up. For some, it’s always been front of mind. For younger...

 

Monday, June 15, 2020

Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents.Documents that should be kept indefinitely in a secure location:Birth/death...

 

Monday, June 8, 2020

Are you eligible for a stimulus check from the Treasury Department?As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...

 

Wednesday, January 30, 2019

It's that time of year again - Tax Time! See the attached 2018 Reference guide to assist you! 2018 Tax Reference

 

Thursday, January 17, 2019

brought to you by FMG Suite January Market Update

 

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Monday, August 6, 2018

Why do we invest? If you ask this question to your friends and family, everyone's answer will be different. Some of the most popular answers are: Grow your money Retirement Buy a vacation home Pay for my kids college Simply put, we...

 

Thursday, June 28, 2018

Recently, while traveling to visit family, I ran into a fast food restaurant to grab a quick coffee before we got on the road. When I returned to the car my husband joked " I thought you just went in for a coffee!" Because of how long...

 

Friday, June 8, 2018

When I entered the industry I sat down with my boss and asked him... "If you could pick just one, what is the most important factor in planning and investing?" He sat back, and digested my question. He replied in a riddle, most often...

 

Monday, November 27, 2017

3 Keys to Understanding the Fed 1. Origin Although the Federal Reserve Act was not established until 1912, it had been under review for years, dating to a November 1910 meeting made up of investment banker Paul Warburg, Treasury...