Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—Jim Daria can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Here are 4 great, and sometimes unexpected, places to raise a family.
Ascertaining the value of your business is important for a variety of reasons.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
These food myths will really put a drain on your wallet.
A quick look at how federal income taxes work.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Even low inflation rates can pose a threat to investment returns.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.