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 →

Retirement Plans for Small Businesses

Compare the benefits and limitations of 401(k) and SIMPLE IRA plans to see how they might meet a company’s needs.

Looking Back, Looking Forward

Various indicators (leading, coincident, and lagging) may be helpful to better understand economic trends.

Timing Social Security and IRA Distributions

Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits.

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

More Newsletters →