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Here you will find free financial tips and actionable items that can help you make better financial decisions, and get you on the path to financial independence. Here's to your success!

The High Cost of Ignoring Financial Advice

Mary saved for 30+ years, but when she wanted to retire, she had only $35K—barely enough to live on. Don’t make the same mistake! Learn the biggest financial pitfalls families face & how to avoid them... ...more

Family Finance ,Money Management Financial Education Smart Saving Strategies Financial Planning &Family Financial Planning

March 06, 2025•5 min read

5 Reasons Why You Need an Emergency Fund (Especially as a Family)

Discover why every family needs an emergency fund! From unexpected expenses to job loss, learn how to protect your family's financial future with our Disney-style guide. ...more

Family Finance ,Budgeting and Saving Financial Planning Budgeting Tips &Emergency Funds

March 18, 2024•4 min read

Why Universal Life Insurance Is Never The Right Choice for You

Discover why Universal Life Insurance may not be the best fit for your financial security. Explore simpler, more effective alternatives. ...more

Financial Planning ,Life Insurance Insights Family Financial Security Investment Alternatives &Insurance Product Reviews

March 04, 2024•4 min read

7 Clever Ways to Cut Back and Pay Off Debt Faster

Discover 7 simple, fun ways for families to cut back, pay off debt faster, and journey together towards financial freedom. ...more

Family Finance ,Financial Literacy for Kids Financial Planning Saving Strategies Debt Management Budgeting Tips Smart Spending Side Hustles Lifestyle Changes &Success Stories

February 25, 2024•6 min read

How to Choose Between a 529 Plan and an ESA for Your Child's Education Savings

Discover how to choose the best education savings plan for your child. Dive into a simple guide comparing 529 Plans and ESAs, tailored for parents. ...more

Family Finance ,Parenting Tips Financial Planning Education Savings Tax Planning Future Planning College Planning Saving Strategies &Investing for Beginners

February 17, 2024•5 min read

5 Key Differences Between 529 Plans and ESAs Every Parent Should Know

Discover the magical journey of saving for your child's future education. Explore the differences between 529 Plans and ESAs in a Disney-inspired tale of family, planning, and dreams. ...more

Parenting Tips ,Financial Planning Education Savings College Prep Investing for Families Tax Planning Family Budgeting &Future Planning

February 10, 2024•5 min read

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Our mission at J&M Financial Services is simple: to empower families to achieve financial peace of mind. We achieve this by upholding values like integrity, trust, and an unwavering dedication to your financial success.