J. M. Forney & Associates, Inc. serves Sacramento as an experienced team of retirement and investment guides. They provide sound financial guidance and professional service for retirees and those planning for retirement using their unique philosophy.
To learn more about J. M. Forney & Associates, their services, or what they can do for you give them a call at 800-665-7999.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
How long does a $20 bill last?
What can be learned from the savings rate?
Knowing the rules may help you decide when to start benefits.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Have you explored all of your choices when it comes to managing your taxable income?
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.