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Sherman Oaks, CA 91403. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Welcome To JHM Wealth Management, Inc. In today’s challenging investment climate, never has it been more important for an a...

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Sherman Oaks, CA 91403. Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Welcome To JHM Wealth Management, Inc. In today’s challenging investment climate, never has it been more important for an a...

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Home | JHM Wealth Management, Inc. | jhmwealthmanagement.com Reviews

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Sherman Oaks, CA 91403. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Welcome To JHM Wealth Management, Inc. In today’s challenging investment climate, never has it been more important for an a...

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jhmwealthmanagement.com

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Estate | JHM Wealth Management, Inc.

http://www.jhmwealthmanagement.com/resource-center/estate

Sherman Oaks, CA 91403. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Second marriage...

2

Investment | JHM Wealth Management, Inc.

http://www.jhmwealthmanagement.com/resource-center/investment

Sherman Oaks, CA 91403. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Among ...

3

Retirement | JHM Wealth Management, Inc.

http://www.jhmwealthmanagement.com/resource-center/retirement

Sherman Oaks, CA 91403. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. One of th...

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Insurance | JHM Wealth Management, Inc.

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

Sherman Oaks, CA 91403. 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.

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Learning | JHM Wealth Management, Inc.

http://www.jhmwealthmanagement.com/p/learning

Sherman Oaks, CA 91403. Estates and Trusts *. LPL Financial Representatives offer access to trust services through The Private Trust Company N.A, an affiliate of LPL Financial. Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. Check the background of your financial professional on FINRA's BrokerCheck. Jennifer Han Malek is a registered representative with and securities offered through LPL Financial, Member FINRA.

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Home | JHM Wealth Management, Inc.

Sherman Oaks, CA 91403. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Welcome To JHM Wealth Management, Inc. In today’s challenging investment climate, never has it been more important for an a...

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