Insights | Page 2 of 2 | JMR Financial Group
What does the Sales Tax Rebate for Children mean for you? -May 18th, 2018-
For 2018, Wisconsin families who claim the sales tax rebate for children will receive $100 for each child living at home under the age of 18 as of December 31, 2017. That’s a significant return for a single parent of two, especially as the new school year approaches. It will provide them with an additional […]
Read More
How to use retirement savings to fund the world’s longest coffee break. -May 1st, 2018-
Most of us spend our time and attention on accumulating our retirement nest egg during our working careers with little or no thought on how to use retirement savings as an income stream once in retirement. There are several options available, which one is right for you? You could choose to leave your money in […]
Read More
2017 TAX CUTS AND JOBS ACT: What it means for individuals -February 13th, 2018-
The Tax Cuts and Jobs Act was signed by President Trump on December 22. The Act makes sweeping changes to the U.S. tax code and impacts virtually every taxpayer. Individuals are more impacted by the provisions of the act than any other class of taxpayer. With the reduction in effective tax rates, the elimination of […]
Read More
What Does the New Tax Bill Mean for You? -January 4th, 2018-
We have all heard about the New Tax bill, and we have heard a lot! WDIO did a story on the number of people in St. Louis County lining up to pay their taxes early this year to take advantage of the new tax bill. The deadline has since past, but many things are still […]
Read More
Robin Rosenbaum Joins Entrepreneur Fund Board -March 6th, 2017-
Robin Rosenbaum was recently featured in a Business North article regarding her new position on the Entrepreneur Fund Board. Shawn Wellnitz, CEO and President of the Entrepreneur Fund, was quoted as saying, “Robin’s extensive business experience will be very valuable to our board. She’s a champion for the city of Superior, small and medium size […]
Read More
February DSTA Presenter: Nathan Madill -March 2nd, 2017-
“On February 15, 2017, the DSTA gathered at Barker’s for a buffet style dinner and a presentation by Nathan Madill from JMR Financial Group. We learned about 529 plans and Coverdell Education Savings Accounts (ESA). 529 plans are governed by the state you open the plan in, while Coverdell ESAs can be opened by most […]
Read More