Blog
Seek to Maximize Your Income in Retirement
Ready to make the most of your golden years? Discover tips and strategies for seeking to maximize your income in retirement.
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How to Reduce Capital Gains Tax
Seek to keep more of your profits and lower your tax bill with these smart strategies for reducing capital gains tax on your investments.
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4 Ways to Find Out if You’re On Track for Retirement
Find out if you’re on track for retirement by following these steps and working with The James Financial Group’s financial advisors.
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3 Advanced Tax Strategies for Individual and Small Business Owners
Tax planning can get confusing. But you don’t have to walk your financial journey alone. James Financial Group is here to help.
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Do You Know a Small Business Owner Who Needs Financial Guidance? We’re Here to Help.
Small business owners often put off financial planning. Know a small business owner who would benefit from financial guidance? We can help!
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What We Do and How We Can Help (Video)
Watch this quick video to hear more about how James Financial Group can help alleviate your financial stress and work toward financial independence by building long-term relationships based on trust and transparency.
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How Small Business Owners Can Reduce Their Taxes (Video)
Are you a small business owner looking to reduce your taxes? Check out this quick video where I go over 4 top tax tips for small business owners to be successful.
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6 Ways to Shield Your Investments From a Market Crash
Chances are high that your retirement plan is being attacked by both inflation and stock market volatility. Here are 6 ways to protect your investments.
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Why I Became a Financial Advisor
What do you want to be when you grow up? I chose to follow in my family’s footsteps as a small-business owner. Here’s my story.
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