Jordan Wealth Management

06/11/2026

If you've ever thought, "I should be doing better with money..."

You're not alone.

In fact, it's one of the most common things we hear from people when we first meet.

Not: What's the best investment?

Not... "What's the market going to do next?"

Instead.... "Am I behind?" OR "I'm not sure I'm doing the right things"

The interesting thing is that most of these people aren't making bad decisions.

They are working hard.
They are saving.
They are trying.

They're not missing effort. They're missing clarity.

Financial planning isn't about having all the answers.

It's about understanding where you are today, where you'd like to go, and what steps can help you get there.

If you've ever felt like you're doing everything you can but still wonder whether you're on the right track, you're not alone.

05/18/2026

Financial planning often gets delayed not because people don’t care — but because it feels overwhelming.

Over time, accounts accumulate, paperwork piles up, priorities shift, and it becomes harder to know where to begin.

A good planning process isn’t about perfection. It’s about creating clarity and helping people feel more confident moving forward.

Sometimes the biggest relief comes simply from getting organized again.

04/27/2026

04/03/2026

Reminders during this rainy week here! It's all a part of the process. ☔

04/01/2026

Spring isn't just for deep cleaning your home. It's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—I'm happy to help.



🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

03/30/2026

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.



Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025