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BROCHURE
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Expert Financial Planning
Retirement Planning
You will finally be able to achieve long-term investment performance through different investment climates and macroeconomic conditions. We are here to make sure you don’t miss out on any retirement planning opportunities. Don’t lose the chance to prepare for your peaceful and relaxed retirement and we are confident we can help you do exactly that. Learn More
Financial Planning
You will get a thorough examination of your current situation and any existing or previous financial plans you may have had. Personal financial planning is the most effective way to manage wealth and make your dreams come true. This is why, based on your current needs and future goals, your JMC Legacy Group Advisor develops a comprehensive and custom-tailored financial strategy just for you. Learn More
Investment Management
You can make your dreams of a stress-free retirement, good education or travelling across the world come true. Investing and analyzing asset prices which occasionally deviate from values implied by underlying fundamentals create unique opportunities that our processes are designed to identify and exploit for you. Active investment management can be the turning point which enables you to meet all your investment objectives. Learn More
We Offer Two Flexible Ways to Work Together
Comprehensive Financial Planning
Regardless of your needs, our team will always find the best solutions for you.
Ongoing Wealth Management
JMC Legacy Group only works with vetted financial professionals. Your peace of mind is also ours.
FAQs
You need to know your net worth so you can set goals and approach your finances in a calculated and informative way. By calculating your net worth, which is your financial health, you can vastly improve your financial status. If you sold everything you own, and covered all your debts, the remaining amount is your net worth.
Assets (things you own) such as cash and investments, your home and other real estate, cars or anything else of value minus Liabilities such as car loans, your mortgage, and student loan debt is what your net worth actually is.
| Ages 50-64 |
Ages 65-74 |
Ages 75-84 |
Ages 85+ |
|
|---|---|---|---|---|
| Housing | 47% | 46% | 44% | 48% |
| Food | 13% | 12% | 13% | 14% |
| Health | 8% | 10% | 11% | 13% |
| Clothing | 4% | 3% | 4% | 3% |
| Transportation | 14% | 12% | 11% | 7% |
| Entertainment | 10% | 11% | 9% | 6% |
| Other | 5% | 6% | 8% | 9% |
The average cost of a college degree has risen over 500% since 1985, according to Forbes Magazine. The cost of college has become such a huge budget issue, that parents usually need to spend years of saving. For a child born nowadays, parents should save at least $250 per month for an in-state public 4-year college, $450 per month for an out-of-state public 4-year college and $550 per month for a private non-profit 4-year college, from birth to college enrollment.
