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The Cycle of Investing The Power of Tax-Deferred Growth The Facts About Income Tax Social Security: By the Numbers

JK Jones Financial Network

Lancaster, Ohio Financial Advisor 

JK Jones Financial Network At JK Jones Financial Network located in Lancaster, Ohio, we design, implement, and maintain custom-tailored wealth management solutions that help achieve the value-added financial goals of our clients, which include individuals, trusts, businesses, and non-profit entities. Each client's values, vision, and aspirations are at the center of our process.

Our customized programs are designed to educate clients to help protect and grow their wealth by delivering an unprecedented level of personalized service through our financial network. Our goal is to deliver results that will count and make a profound difference and to be indispensable to you, your business, and your family.

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Do Your Kids Know The Value of a Silver Spoon?

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Death is No Excuse

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Use this calculator to better see the potential impact of compound interest on an asset.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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How federal estate taxes work, plus estate management documents and tactics.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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