Our Blog

2023 TAX REFERENCE GUIDE

JAMIESON FINANCIAL SERVICES

These tax tables are designed to offer a quick summary of tax brackets and taxes for: personal income, capital gains, children, and both employer and personal retirement plans.

INCOME PROTECTION SIMPLIFIED

THE SAFETY NET ISN’T ENOUGH

The Problem When a financial contributor to a household either dies or becomes impaired, the family loses some or all of their income. The “Safety Net” Has Holes Most employers provide a baseline of income protection.

How Much Is Enough?

DEFINING THE RIGHT INHERITANCE

wealthmanagement.com

The 50% Rule

HOW TO MANAGE THE IMPACT OF TAXES & FEES ON YOUR INVESTMENTS

WealthStrategistPartners.com

Long-Term Care Insurance: Who Needs it?

HEARD ON NPR’S MORNING EDITION

By Marilyn Geewax

Cutting Edge Planning for the Affluent

A TRUST SURGES, HEIRS AND TAXES IN MIND, BUT MIND THE DETAILS

The New York Times

Join our mailing list

Disclosures: Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Jamieson Financial Services is independently owned and operated.

Jamieson Financial Services and/or its agents are presently licensed to sell life insurance in the following states: AR, AZ, CA (License #0A9725 & #0H33017), CO, CT, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, MI, MN (License #13414& 40236775), MO, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VT, WA, WI, WV, WY. Residents of other states should consult with a local agent for insurance services.

Jamieson Financial Services agents are presently securities registered in the following states: AZ, CA (License #0A9725 & #0H33017), CO, CT, FL, GA, HI, IA, IL, IN, MA, ME, MD, MN (License #13414 & # 40236775), MO, NC, ND, NJ, NV, NY, OK, OR, PA, RI, SD, UT, VT, WA, WY.

The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Jamieson Financial Services is not engaged in rendering tax, legal or actuarial advice. If tax, legal or actuarial advice is required, you should consult your accountant, attorney, or actuary. Jamieson Financial Services does not replace those advisors.

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

File #3439415.1

Jamieson Financial Services ©