Welcome To J.R. Wealth Advisors LLC
J.R. Wealth Advisors LLC is a full service wealth management and comprehensive financial services company with offices on both coasts. Our mission is to provide the ultimate wealth management experience through proper planning, proactive advice, and exceptional personalized service. Whether you're a business owner, professional athlete, or an executive, our personalized service focuses on your needs and wants, in order to work toward your financial goals and objectives.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Bonds may outperform stocks one year only to have stocks rebound the next.
Five strategies for managing your student debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If you died, what would happen to your email archives, social profiles and online accounts?
The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
Even low inflation rates can pose a threat to investment returns.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.