JP Financial Service Center
439 Mexicali Ave.
Venice,
FL
34293-3429
Phone:
- 941 488 5326
Fax:
- 941 237 5326
E-mail:
Newsletters
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Talk About These Money Matters Before the Wedding
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
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Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
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A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
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When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?