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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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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HOT TOPIC: 530A Trump Accounts Officially Open
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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Is It Time to Declare Your Financial Independence?
Here are some ideas to help pursue a life of financial freedom.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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 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?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.