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Beyond the Numbers

A JIC blog focused on the big picture; exploring and reframing topics related to wealth management, investing, and living well.

Child’s Error Results in 55% Loss of Mother’s Income

The ability to earn an income is often our most important asset. Is your income protected against an accident or health issue? Read on for an introduction to long-term disability insurance.

Wealth Management…The Times Are A Changin’

At JIC, we continually work to make sure our wealth management process reflects the real goals of our clients.

Is It Time for an Estate Plan Check-up?

A recent Gallup poll found that just 44% of Americans have a written last will and testament, meaning that more than half of Americans will leave no indication as to how assets should be handled upon their death. Sadly, dying without a plan in place or even an ill-conceived plan only serves to increase stress for heirs, who in addition to grieving the loss of a loved one, are forced to deal with the hassle and complexity of the estate settlement process.

Election Year Myths

It’s time once again for voters to choose the next President of the United States, and as always there is heated debate between and among the political parties and candidates. Candidates, commentators, and citizens alike do their best to persuade others that their way is the right way on many issues, especially the economy. Unfortunately, misconceptions and myths abound. In this article we specifically address a handful of these myths.

Cybersecurity: Protecting Your Identity, Your Data, and Your Assets

Cybercrime has become one of the most significant threats to our society. Learn more about what you can do to help keep your online presence secure.