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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!

What's Indexed Universal Life Insurance (IUL) & How It Really Works

Discover how Indexed Universal Life Insurance really works and why you should avoid it. ...more

Family Financial Planning ,Parenting and Finances Life Insurance Insights Future Security Strategies Saving Strategies &Insurance Explained

March 11, 2024•6 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

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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.