JY WealthCare, LLC

Retirement Income Specialists

IRAs ♦ Mutual Funds
401k Rollovers  Annuities

 Legacy Planning Guidance

Life  Disability  Long Term Care 

Trusted Financial Advice

Personal  Corporate
Estate  Education

 

Designed with timely newsletters, articles, online seminars and calculators, this website was designed to demonstrate what we do as well as offer you an understanding as to why planning your financial future is so important. 

In a world where many claim to have the perfect solution to fit everyone's needs right in their briefcase - we truly stand out.  We understand that every client situation is different, and that each demands different solutions. 

We welcome an opportunity to hear what your goals, dreams and concerns are.  

 

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Growth, Value, or Both?

Here’s how to identify a stock or mutual fund as a growth or value investment.

The Roundabout Way to a Roth IRA

A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA.

Executors Inherit Important Title

Settling an estate can be a difficult and time-consuming job that could take months to a year or more to complete.

Coming to Terms with Long-Term-Care Needs

Some people mistakenly assume Medicare or private health insurance will pay for long-term care if it becomes necessary.

More Newsletters →