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
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.