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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.

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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IRA Eligibility

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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