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Lancaster, OH 43130

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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.

Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

 

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Estimate Your RMD

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

18 Years Worth of Days

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

Acres of Diamonds

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

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