James Investment @JamesInvt
Planning. Investing. Advice. Since 1972. jamesinvestment.com Beavercreek, OH Joined February 2020-
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Roth or Traditional IRA? The right choice depends on your tax situation today and what you expect in retirement. Here is the 2026 side-by-side breakdown to help you compare. Not sure which fits your plan? Let's take a closer look.
If college is part of your family's future, a 529 plan is one of the smartest ways to prepare, and the earlier you start, the more it can work in your favor.
To every father and father figure in our community, thank you for everything you do. Wishing you a relaxing and well-deserved Father's Day from all of us at James Investment.
Today we recognize Juneteenth, a meaningful day in American history. Wishing everyone a reflective and peaceful Freedom Day.
You've spent years building your wealth. One lawsuit could put a significant portion of it at risk. Our latest Smart Strategies post explains how an umbrella policy works and why financially successful families should take a close look at their coverage. hubs.ly/Q04kzJ8-0
Liability is one of those risks that feels abstract until it isn't. As your assets grow, so does your exposure. Making sure your coverage keeps up is a simple but important part of protecting your financial picture.
The Ohio CollegeAdvantage 529 plan offers more flexibility than most people realize, including a $4,000 state tax deduction and superfunding options for grandparents. Saving for a child's education? It may be worth a closer look.
At the center of every financial relationship is trust. Our firm's values guide how we serve clients, evaluate opportunities, and make decisions. These principles have shaped our approach for decades and continue to guide us today. hubs.ly/Q04fP_9r0
Record earnings, a market carried by few names, and everything you need to know about Trump Accounts before July 4th. Our June Market Commentary is out now: hubs.ly/Q04jLjgQ0
Your will tells people what to do. A letter of instruction tells them how. It is one of the most overlooked pieces of a complete estate plan. Our latest post breaks it down. hubs.ly/Q04hFf_Z0
Our team officially broke ground on our future Minster location!!! We’re grateful for the warm welcome we’ve already received from the community. We’ll be sharing building updates & community event invites, so be sure to follow along as we build! hubs.ly/Q04jptFw0
It's a common assumption: "I'll sell the business when I'm ready to retire." But a business sale depends on factors largely outside your control, and that uncertainty can leave retirement security hanging in the balance.
Graduation is a milestone worth celebrating, and the financial decisions that follow can set the tone for decades to come. Here is a practical look at where new grads and their families should focus first. hubs.ly/Q04cqqlH0
Freedom is never free. Today, we remember those who paid the highest price to protect it. From all of us at James Investment, thank you to all who served and to the families who loved them.
A will tells the courts what you want. But it doesn't replace a healthcare proxy, doesn't override beneficiary designations, and doesn't avoid probate. A truly complete plan requires more than one document.
Retirement planning doesn’t stop once you’ve saved enough. Decumulation is the strategy behind turning your savings into sustainable income throughout retirement. Learn more in this month's "Word on Wealth".
Building a business and building personal wealth are not the same thing. If most of your financial picture lives inside your company, this one is worth a read. We're here to help you see the full picture and build toward it with confidence. Read the post: hubs.ly/Q04cqvFK0
Do you know what your monthly income will look like in retirement? Have you accounted for healthcare costs? These are the kinds of questions worth asking before you need to. Download our 7-question checklist and see where you stand. hubs.ly/Q04b4l150
Happy Mother's Day to all the moms, grandmothers, and mother figures who pour so much into the lives of those around them. Today is yours. We hope you enjoy every moment of it!
Big news! We're teaming up! James Investment is proud to be the primary sponsor of the Greene County Cosmos starting this fall. We are thrilled to support these young athletes and families right here in our own backyard. Read the full story: hubs.ly/Q04fNTKg0
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