Jewell Financial Services Ideas For Financial Success

7017 Corporate Way
Centerville, OH 45459
Phone: 937-434-3699
FAX: 937-434-3214
Email:   marcj@jewellfinancial.com
ruthj@jewellfinancial.com
rachels@jewellfinancial.com

 

Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.  

Marc is registered and licensed to sell securities and provide investment advice in the states of Ohio, Indiana, Kentucky, Florida, North Carolina and  Michigan. No parts of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Non-securities products and services are not offered through Signator Investors, Inc.

 

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CalculatorsNewsletters
 

Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.

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

Credit Card Debt
How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan
How Long Will Your Funds Last?

More Calculators>>>

 

Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

Indexed Annuities: Potential Gain with Some Downside Protection
Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.

Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.

More Newsletters>>>

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