Uncategorized Archives - Juniper Wealth Management

How Will You Pay for Long-Term Care in the Future?

Even though you're a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently [...]

3 Uncertainties You Could Face in Retirement

The only certainty in life is that there will be uncertainties. However, that doesn’t mean you can’t create a plan to address them. [...]

Lifelong Learners: Set Up a 529 Plan for Yourself

Lifelong Learners: Set Up a 529 Plan for Yourself

Whether you think of yourself as an old dog or spring chicken in retirement is up to you. Even if you don’t retire [...]

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Disclosure: Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Juniper Wealth Management, CPA Joint Venture and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Juniper Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.