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Lifestyle | Jan Peppers Financial LLC

http://www.janpeppers.com/resource-center/lifestyle

Jan Peppers Financial LLC. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. To Buy or Not to Buy. Buying vs. Leasing a Car. A Cheat ...

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Home | Jan Peppers Financial LLC

http://www.janpeppers.com/p/lpl-financial

Jan Peppers Financial LLC. You’ve made investments your whole life. Work with us to help make the most of them. Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Our site is filled with educational videos, articles, presentations, and calculators designed to help yo...

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The Fed and How It Got That Way | Jan Peppers Financial LLC

http://www.janpeppers.com/resource-center/investment/the-fed-and-how-it-got-that-way

Jan Peppers Financial LLC. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, What’s next for the financial markets? Best Performing Asset Classes. Bonds may outperform stocks one year only to have stocks rebound the next. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan. Assess Your Life Insurance Need.

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Tax Resources | Jan Peppers Financial LLC

http://www.janpeppers.com/tools/tax-resources

Jan Peppers Financial LLC. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Assess Your Life Insurance Need. Please click here for Calculator. Check the background of your financial professional on FINRA's BrokerCheck.

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Should I Invest In REITs? | Jan Peppers Financial LLC

http://www.janpeppers.com/resource-center/investment/should-i-invest-in-reits

Jan Peppers Financial LLC. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Assess Your Life Insurance Need. 41263 Alabama Highway 75.

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Tax | Jan Peppers Financial LLC

http://www.janpeppers.com/resource-center/tax

Jan Peppers Financial LLC. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Learn more about taxes, tax-favored investing, and tax strategies.

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Team | Jan Peppers Financial LLC

http://www.janpeppers.com/team

Jan Peppers Financial LLC. We understand you want more than basic cookie-cutter investments, life insurance. You want a custom plan built around your vision for your life. We take the time to get to know you, understand your values, vision and goals. Let’s take what you know, and what we know, and work together towards creating a vision for your life. Click to read more. Assess Your Life Insurance Need. Please click here for Calculator. Securities offered through  Center Street Securities, Inc.

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Glossary | Jan Peppers Financial LLC

http://www.janpeppers.com/tools/glossary

Jan Peppers Financial LLC. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial ...

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Insurance | Jan Peppers Financial LLC

http://www.janpeppers.com/resource-center/insurance

Jan Peppers Financial LLC. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Protecting Those Who Matter Most. The importance of life insurance, how it works, and how much coverage you need.