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Complimentary Financial Review

Sign up to receive a Complimentary Financial Review so we can review the strategies and options available to meet your Retirement Goals.

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Subscribe to receive my Monthly Newsletter with facts and tips on how you can plan for Retirement.

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Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

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JD Financial & Insurance Advisors

Helping People Secure Their Retirement

We have been working with individuals and businesses in the area for over 35 years. 

Our goal is to get your money to work as hard for you as you worked for it.  Your investments need to accomplish multiple objectives, if not, they should be repositioned.  

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and develop strategies to help you achieve them.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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