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Our Useful Retirement and Financial Insight Guides

At Juniper Wealth Management, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on creating and executing a sound financial plan that is based on our clients’ unique needs and goals. Below, we are offering free Useful Financial Guides of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight guides helpful, and if you would like to take it a step further for a complimentary review of your current strategies, please request via the form below.



The SECURE Acts 
The Basics of The SECURE Act 2.0 and SECURE Act 2019

Tax Planning Guide

2024 Tax Planning Guide
Your Roadmap To Reduced Taxes This Year & In The Future

401(k) Guide

Ultimate 401(k) Guide
Take Control of Your 401(k) Before & After Retirement

Maximizing Social Security

Social Security: 2024 Edition
Optimizing Social Security

Important Birthdays

Important Birthdays Guide
Important Birthdays Over 50

Market Panic

Market Panic
Tips to Help Avoid ‘Market Panic’ Reaction

Market Panic

Your Guide To Roth IRAs
Conversion and Advanced Tax Planning

Market Panic

Legacy & Estate Planning
How To Successfully Communicate Your Plan