KJ&J Wealth Management

02/21/2026

Many people will see bigger refunds and new deductions this tax season, while others may be revisiting the dreaded alternative minimum tax. Don’t panic just yet. Here are the changes you should know.

01/20/2026

A 529 prepaid tuition plan is a type of qualified tuition program established under Section 529 of the Internal Revenue Code (the other type is a 529 college savings plan). Prepaid tuition plans can be offered either by states (called state-sponsored prepaid plans) or by private colleges (called col...

01/10/2026

Simplified Employee Pension Plans help small businesses provide a valuable retirement savings benefit.

01/07/2026

Qualified charitable distributions (QCDs) are distributions made directly from an IRA to a qualified charity. Such distributions may be excluded from income and count toward satisfying any required minimum distributions (RMDs) you would otherwise have to receive from your IRA. Individuals age 70½ a...

11/17/2025

High-net-worth taxpayers who concentrate their philanthropic donations during this tax year can avoid new deduction floors and ceilings that kick in Jan. 1.

10/01/2025

Discount stores are attracting a new wave of shoppers — and not just those on tight budgets. Nearly 28% of high-income households have visited chains like Aldi, Dollar General, and Walmart this year, up from about 20% four years ago.

Rising costs for essentials are a key driver, but so is the retail experience itself. Upgrades in store layouts, brand offerings, and presentation have made discount shopping more appealing across the income spectrum.

The trend shows how inflation continues to shape spending habits, prompting even affluent consumers to look for value where they can.


Source:

Discount retailers like Walmart and Dollar Tree are seeing an influx of more upscale consumers, market research data shows.

08/29/2025

Thank you Bob for taking care of my Alphie!!

07/21/2025

I love God’s promises❤️

07/15/2025

Kirkland Signature is now bigger than some of the world’s biggest companies—and it has become essential to Costco’s business.

06/17/2025

Israel’s attack on Iran has sparked a conflict that is rattling the oil market as investors weigh the potential for it to engulf much of the Middle East, the source of about one-third of the world’s supply of the commodity.

06/04/2025

Find out more

06/04/2025

Interesting new research shows the texture of many packaged foods today plays a big role in driving people to eat more and more.