JK Jones Financial Network
Lancaster, Ohio Financial Advisor
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
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.