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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!

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

Raising Money Savvy Kids: Age-Appropriate Activities for Every Stage

Discover fun, age-appropriate ways to teach your kids about money with our guide on raising financially savvy children, featuring engaging family activities! ...more

Family Finance ,Parenting Tips Money Management Financial Literacy for Kids Financial Education Family Activities Kids' Development Smart Saving Strategies Budgeting Basics Early Childhood Learning &Youth Financial Literacy

January 21, 2024•5 min read

10 Fun Activities to Make Your Kids Money Savvy Superstars

Discover 10 fun activities to teach your kids about money! From lemonade stands to family budget games, this blog offers creative ways to make financial learning exciting for children. ...more

Family Finance ,Parenting Tips How Money Works Kids' Education Money Management Fun Learning Activities Child Development Financial Literacy for Kids Creative Teaching Methods Life Skills for Children &Budgeting and Saving

January 15, 2024•6 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.